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PE-backed firm Solomon Capital Holding makes second acquisition

Advice and wealth management firm Solomon Capital Holdings has acquired multi-office advice firm Gale and Phillipson for an undisclosed sum. ....

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Solomon Capital hires former Quilter acquisitions director

Zoe Phillips has recently joined new advice and wealth management firm Solomon Capital as director of acquisitions and integrations. ....

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PE-backed firm led by ex-Quilter FP boss to acquire Beaufort Group

New advice and wealth management firm Solomon Capital Holdings has agreed acquire national advice network Beaufort Group for an undisclosed sum, according to the firm. ....

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JC Flowers-backed Solomon Capital buys Beaufort Group

Solomon Capital Holdings Ltd, a new consolidator backed by US private equity firm JC Flowers, has purchased national advice firm Beaufort Group. ....

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PEOPLE MOVES: Quilter, SJP, Axa Investment Managers

Financial services giant appoints managing directors of advice, as wealth manager names chairman
Quilter
The financial services giant has appointed Michelle Andrews and Amanda Cassidy to newly created managing director of advice roles, subject to regulatory approval, to develop and oversee the advice propositions for different client segments.
Andrews will oversee Quilter’s proposition for higher net worth clients including working closely with the independent adviser market, and her role will initially concentrate on working with Quilter Private Client Advisers.
She was most recently as chief marketing officer.
Cassidy will focus on the mass affluent advice market, establishing and enhancing the proposition for mass affluent clients through Quilter Financial Advisers. ....

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