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Investment firm and wealth manager Rathbone Brothers has acquired James Hay-owned Financial Planner Saunderson House for £150m.

Nearly 92% of shareholders in platform Nucleus have accepted a cash offer from rival platform James Hay which values Nucleus at about £145m.

Westridge SSAS has recruited three new executives a week after the purchase of James Hay’s SSAS book.

Private equity-owned platform James Hay has sold its closed book of SSAS schemes to Westbridge SSAS.

Private equity-owned platform James Hay is to buy rival Nucleus Financial for £145m in an all-cash deal announced today.

Private equity firm Aquiline Capital Partners and fintech Allfunds have pulled out of the bidding race for adviser platform Nucleus.

The owners of UK adviser platforms and SIPP providers Transact and James Hay have tabled cash offers for competitor and SIPP provider Nucleus.

The FCA has today banned indefinitely two directors of an IFA firm for their roles in submitting “false and misleading information” about customers’ high net worth status when making SIPP applications.

Private equity firm Epiris has completed the acquisition of James Hay and Saunderson House parent company IFG Group.
Retirement wealth planning firm James Hay has appointed platform veteran Stephen Wynne-Jones as its head of marketing.
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