Displaying items by tag: James Hay
4 advisers join FOS list of firms hit by most complaints
Four Financial Planning and wealth management firms are included in the table of most complained-against financial services firms published by the Financial Ombudsman Service for the first half of 2023.
FNZ UK appoints ex-James Hay CEO as new chief exec
FNZ, the platform ‘engine’ behind many UK investment platforms, has appointed Alastair Conway as its new CEO for the UK and South Africa.
James Hay to rebrand as Nucleus in sweeping changes
Platform and SIPP provider James Hay is to rebrand as Nucleus following its £145m takeover of the Nucleus platform which will see sweeping executive and company changes.
6 Nucleus directors quit as James Hay takes over
Six Nucleus directors have stood down from the company today as the takeover of the business by James Hay is completed creating a platform managing £47bn in funds.
James Hay-owned Saunderson House sold for £150m
Investment firm and wealth manager Rathbone Brothers has acquired James Hay-owned Financial Planner Saunderson House for £150m.
Nucleus shareholders accept James Hay cash offer
Nearly 92% of shareholders in platform Nucleus have accepted a cash offer from rival platform James Hay which values Nucleus at about £145m.
Westbridge SSAS on hiring spree after takeover
Westridge SSAS has recruited three new executives a week after the purchase of James Hay’s SSAS book.
James Hay sells SSAS book to Westbridge
Private equity-owned platform James Hay has sold its closed book of SSAS schemes to Westbridge SSAS.
James Hay set to buy Nucleus for £145m
Private equity-owned platform James Hay is to buy rival Nucleus Financial for £145m in an all-cash deal announced today.
Updated: 2 pull out of Nucleus race
Private equity firm Aquiline Capital Partners and fintech Allfunds have pulled out of the bidding race for adviser platform Nucleus.