Wealth manager Rowan Dartington, part of St James’s Place, has recruited former Suffolk Life chief executive David Hobbs as its new CEO.
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.
Suffolk Life has today come under a new look Curtis Banks brand.
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.
Most advisers have had ‘significant issues’ with the tapered annual allowance rules, a Sipps firm has found.
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.
Greg Kingston has been appointed in the role of marketing & communications director.
Sipp provider Curtis Banks Group has completed its acquisition of Suffolk Life Group and its subsidiaries, it was announced this morning.
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.
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.
A Sipp firm has reported a surge in enquiries from advisers about succession planning on behalf of their clients.
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