Nucleus Financial Platforms has acquired investment platform and wealth management software provider Third Financial.
Nucleus Financial
Edinburgh-based Nucleus Financial Platforms, an independent adviser platform in the UK, has secured all the requisite regulatory approvals for its acquisition of the Curtis Banks Group.
Nucleus Financial has offered to acquire Curtis Banks Group for a sum of £242 million. The transaction will bring together the Nucleus Group, a firm with offices in Edinburgh, Glasgow and Salisbury, and the Curtis Banks Group to create a leading retirement-focused adviser platform with approxi
HSP Investment Partners (HSP) has acquired a new majority stake in Edinburgh-based financial services company Nucleus Financial Group for an undisclosed sum. Existing shareholder Epiris is retaining a significant minority stake, despite the acquisition.
The founder of Edinburgh-based financial services company Nucleus Financial Group has departed the company following its takeover by James Hay Partnership. In a statement announcing his departure, Nucleus founder and CEO David Ferguson said it "feels like the right time for me to move on and conside
Edinburgh-based financial services company Nucleus Financial will be acquired by James Hay for £145 million under plans which have now received regulatory approval. James Hay CEO Richard Rowney will lead the combined group, which will have over £47 billion of assets under administration
Edinburgh-based financial services company Nucleus Financial Group has announced that its acquisition by James Hay Holdings will be implemented by way of a recommended takeover cash offer after employees at the firm voiced concerns about the deal. The firm said that the takeover offer will be u
The employees of Edinburgh-based financial services company Nucleus Financial have said they are opposed to the proposed £145 million takeover of the firm. In the Scheme Document published by Nucleus, the firm's staff have highlighted a 'significant anxiety' about the impact of the takeover on
Edinburgh-based financial planners Nucleus Financial has partnered with financial planning community NextGen Planners to present "illuminate live reimagined", a series of live online events held over the next four weeks. The format of Illuminate live events has been reworked for 2020, with the
Edinburgh-based financial planners Nucleus Financial has launched a white paper in collaboration with behavioural insights firm Be-IQ to enable advisers to learn more about how clients make financial decisions and how firms can apply these insights to the financial planning process. Written by
Independent wrap platform provider Nucleus has announced a 7% increase in assets under administration to total £15.3 billion at the end of June. The Edinburgh-based company yesterday announced its unaudited interim results for the six months ending 30 June 2019.
David Ferguson Scottish fintech company Nucleus Financial has announced plans to list its shares on the AIM market of the London Stock Exchange later this month.