Companies

The Wren Sterling Group has aquired The Stockdale Group and Messer & Matthews.

Ahead of its first half results, Investec Wealth & Investment (W&I) released a trading update revealing an uptick in funds under management (FUM).

PIMFA WealthTech and fintech NayaOne are hosting a ‘tech sprint’ to meet a challenge focused on industry-wide client analytics and profiling.

Mediobanca has approved 15 candidates for the position of director of the bank for the 2024-26 three-year period.

Investment consultancy JTFM has appointed Rob Stewart as a director.

The combination of Investec Wealth and Investment (W&I UK) and Rathbones Group has now completed.

Financial advisory group Tavistock has reported an operating loss of £0.94 million for its “transition year” ended 31 March 2023.

Wealth manager Van Lanschot Kempen Investment Management has appointed Huub van der Riet as a senior portfolio manager and Chong Peng as a portfolio manager.

Wealth manager Ludlow, a Mattioli Woods subsidiary, has acquired Blackpool-based Opus Wealth Management.

Profits have grown by 50 percent at Hargreaves Lansdown.