Ascot Lloyd

Brooks Macdonald loses UK distribution head to Ascot Lloyd

People moves

Brooks Macdonald loses UK distribution head to Ascot Lloyd

Becomes chief commercial officer

clock 10 June 2024 • 1 min read
Expect further M&A acceleration in wealth management

Industry

Expect further M&A acceleration in wealth management

Private equity backing on rise

clock 14 September 2022 • 3 min read
Alena Kosava leaves Avellemy to 'pursue other opportunities'

People moves

Alena Kosava leaves Avellemy to 'pursue other opportunities'

Oversaw £3bn in AUM

clock 09 May 2022 • 1 min read
Oaktree acquires Sanlam Wealth UK in £140m deal

Investment

Oaktree acquires Sanlam Wealth UK in £140m deal

New brand to be announced

clock 20 September 2021 • 2 min read

Multi-asset

Ascot Lloyd expands range with five risk-targeted funds

Through sister firm Avellemy

clock 06 June 2019 • 1 min read

Advisory

Ascot Lloyd appoints Graham Bentley as investment committee chairman

Replaces former OMGI bond fund manager Stewart Cowley

clock 05 February 2018 • 2 min read

Wealth Management

Bellpenny and Ascot Lloyd merge to create £6bn wealth manager

BIA Financial Planning also incorporated

clock 03 July 2017 • 1 min read
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