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Displaying items by tag: Suffolk Life

Wealth manager Rowan Dartington, part of St James’s Place, has recruited former Suffolk Life chief executive David Hobbs as its new CEO.
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SIPP provider Curtis Banks is to promote deputy chief executive Will Self to CEO in January as current CEO Rupert Curtis steps to take up a new "active" role as Founder and Senior Adviser.
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Monday, 12 February 2018 09:52

New branding for Suffolk Life and Curtis Banks

Suffolk Life has today come under a new look Curtis Banks brand.
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Monday, 04 September 2017 11:08

Curtis Banks reaches 75,000 Sipps as profits jump

Curtis Banks Group, one of the UK’s biggest SIPP providers, has announced an 85% increase in pre-tax operating profits to £5m and a 98% increase in operating revenue to £21.4m for the first half of the year.
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Most advisers have had ‘significant issues’ with the tapered annual allowance rules, a Sipps firm has found.
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Thursday, 22 June 2017 12:06

Greg Kingston appointed to Suffolk Life board

Curtis Banks Group’s communications boss has been added to the board of Suffolk Life after a ten-year stint working for the firm.

Greg Kingston has been appointed in the role of marketing & communications director.
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Sipp provider Curtis Banks Group has completed its acquisition of Suffolk Life Group and its subsidiaries, it was announced this morning.
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Rupert Curtis, the chief executive of Curtis Banks, says Suffolk Life was the perfect match for his firm after the £45m deal to acquire it from Legal & General was revealed.
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Legal & General Group has sold off its Sipp provider Suffolk Life to rival firm Curtis Banks for £45 million in a move that will double the size of Curtis Banks.
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Wednesday, 05 August 2015 11:19

Sipp firm: Surge in succession planning enquiries

A Sipp firm has reported a surge in enquiries from advisers about succession planning on behalf of their clients.
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