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Tom Ellis

Tom Ellis

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Articles by Tom Ellis

Wealth Management

Rathbones buys financial planning firm Saunderson House for £150m

£4.7bn FUM

clock 24 June 2021 • 2 min read

Industry

Kingswood acquires £100m AUA Lincolnshire firm for £4m

£600k profit 2019-2020

clock 18 June 2021 • 2 min read

Wealth Management

J.P. Morgan to buy loss-making robo-adviser Nutmeg

Launching digital bank 'Chase'

clock 17 June 2021 • 2 min read

Platforms

Private equity firm AnaCap completes Novia acquisition

Novia CEO Bill Vasilieff to be replaced

clock 14 May 2021 • 2 min read

Platforms

AJ Bell acquires platform phone app developer Adalpha

Developing app for advisers

clock 19 March 2021 • 2 min read

Platforms

SLA sells Parmenion to private equity firm Preservation Capital Partners for £102m

£8bn AUA

clock 09 March 2021 • 2 min read

Investment

Phoenix completes acquisition of Standard Life brand from Standard Life Aberdeen

Developments on 2018 deal

clock 23 February 2021 • 2 min read

ESG

Making informed choices: What are the big questions advisers should ask DFMs on ESG?

Greenwashing, transparency and due diligence

clock 18 February 2021 • 5 min read

Funds

Don't look VAT in anger: Is the MPS trend here to stay?

VAT operational issues explored

clock 04 February 2021 • 4 min read

Industry

IW Long Reads: Up in the clouds? How vertically integrated firms are shaping up in 2021

Are wealth managers offering financial advice going to become the norm?

clock 20 January 2021 • 6 min read
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