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Good morning and welcome to your Morning Briefing for Monday 10 January, 2022. To get this in your inbox every morning click here. Tavistock eyes LEBC The sign Tavistock is undergoing a change of direction and strategy was flagged up by the sale of its wealth arm to Titan. Its latest half-year results released in
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SJP announces second merger of partner firms in a week As the wealth manager reports £135bn of funds under management in Q1 2021 Future Wealth Management has merged with Total Financial Wealth Management, bringing together two southwest-based appointed representatives of St James’s Place (SJP) Wealth Management. Frome-based Total Wealth Management is led by Colin Mould, while Bath-based Future Wealth Management was established in 2012 by Nigel Coleman, Steven Andrews and Keith Tadhunter. The merger brings total funds under management for Future Wealth Management to over £330m. The deal al...
As the wealth manager reports £135bn of FuM in Q1 2021 Future Wealth Management has merged with Total Financial Wealth Management, bringing together two southwest-based appointed representatives of St James’s Place (SJP) Wealth Management. Frome-based Total Wealth Management is led by Colin Mould, while Bath-based Future Wealth Management was established in 2012 by Nigel Coleman, Steven Andrews and Keith Tadhunter. The merger brings total funds under management for Future Wealth Management to over £330m ($460m, €380m). The deal also sees adviser numbers at the firm grow to nine with pla...