Displaying items by tag: Curtis Banks
Nucleus to add retirement platform
Adviser platform Nucleus has appointed two new platform directors to support the launch of a new retirement platform for Financial Planners.
Nucleus completes £242m Curtis Banks acquisition
Nucleus Financial Platforms has completed its £242m acquisition of SIPP and SSAS provider Curtis Banks to create a retirement-focused adviser platform with approximately £80bn AUM.
£242m Nucleus-Curtis Banks merger moves ahead
The £242m merger of platform Nucleus and SIPP and SSAS provider Curtis Banks has received regulatory approval after the conclusion of a review by the Competition and Markets Authority (CMA).
CMA probes £242m Curtis Banks-Nucleus merger
The Competition and Markets Authority is to investigate the merger between platform Nucleus and SIPP provider Curtis Banks.
SIPP provider Curtis Banks to plant 38,000 trees in 2023
SIPP provider Curtis Banks has launched a new tree planning initiative that will see more than 38,000 trees planted during 2023.
Curtis Banks waives some SIPP fees
SIPP and SSAS provider Curtis Banks has launched two new fee concessions and extended its offer on in specie commercial property transfers.
Nucleus to acquire Curtis Banks for £242m in cash
Platform provider Nucleus is set to buy SIPP and SSAS firm Curtis Banks for £242m in an agreed cash offer with the aim of creating a major retirement investment platform.
Nucleus in talks to potentially buy Curtis Banks
SIPP and SSAS provider Curtis Banks confirmed today that it was in “advanced discussions” about a possible offer being made for the business by platform provider Nucleus.
Curtis Banks waives £800 commercial property fee
SIPP provider Curtis Banks is waiving its fee on in-specie commercial property transfers into its Your Future SIPP for the rest of the year.
Curtis Banks CEO leaves with immediate effect
Will Self, the CEO of major SIPP provider Curtis Banks since 2019, has left the company with immediate effect.