Finance

Burges Salmon in running for awards for wealth management, pensions and diversity

January 10, 2020
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Burges Salmon in running for awards for wealth management, pensions and diversity

Citywealth, the magazine for private wealth management professionals, has named Bristol-headquartered national law firm Burges Salmon as a finalist in both its annual Magic Circle and Powerwomen awards. Burges Salmon’s private wealth team is shortlisted in the Law Firm of the Year – London category in the 2020 Magic...

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Strong growth at Smith & Williamson’s Bristol office as 30 new joiners take up roles

January 9, 2020
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Strong growth at Smith & Williamson’s Bristol office as 30 new joiners take up roles

Financial and professional services firm Smith & Williamson has unveiled the latest group of new faces in its Bristol office –bringing to 30 the number of new joiners over the past six months. Nearly half of the new recruits, who range from graduates and trainees through to directors, are in the firm’s business tax...

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Business and cultural ties to be celebrated at Bristol’s Chinese New Year banquet

January 8, 2020
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Leading figures from Bristol’s business community will gather next month for the city’s annual banquet to mark the Chinese New Year. Organised by the Bristol and West of England China Bureau, the high-profile event not only celebrates the most important date in the Chinese calendar but acts as a...

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Investment director appointment boost for LDC’s Bristol office

January 7, 2020
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Investment director appointment boost for LDC’s Bristol office

Mid-market private equity investor LDC has further strengthened its Bristol-based South West & Wales team with the appointment of Oliver Schofield as an investment director. Oliver joins LDC from Goldman Sachs in London, where he was part of its leveraged finance team, supporting clients across the TMT (technology, media...

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Family-owned haulier in fast lane for growth as it clocks up 25 years in business

January 3, 2020
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Family-owned haulier in fast lane for growth as it clocks up 25 years in business

Bristol haulage firm Wrings Transport celebrates a quarter of a century of trading this year with investment in its fleet as it looks to grow over the next 12 months. The firm, based in Hallen, has secured a six-figure funding package from Lombard Asset Finance to buy a limited-edition...

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Wine firm deal seals strong year of investment for BGF’s Bristol office

January 3, 2020
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Wine firm deal seals strong year of investment for BGF’s Bristol office

The Bristol office of investment group BGF has backed wine brand developer and distributor Off-Piste Wines with £8m funding to support further growth – taking its total investment for 2019 to £37m. The office’s investment in South West firms since it opened in 2011 now reached £165m. While last...

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Firms vow to go green this year as pressure grows to embrace sustainable business

January 3, 2020
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Firms vow to go green this year as pressure grows to embrace sustainable business

Two thirds of small and medium-sized firms in the South West took steps to make their businesses greener last year with roughly the same percentage saying they want to improve their environmental sustainability in 2020. Some 43% believe becoming more environmentally sustainable is important to them while just over...

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Milsted Langdon Bristol director in national list of up-and-coming accountants

January 3, 2020
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Milsted Langdon Bristol director in national list of up-and-coming accountants

A director in the Bristol office of South West accountancy firm Milsted Langdon has been named as one of the profession’s up-and-coming experts. Guy Armitage-Norton, pictured, appears in the latest 35 under 35 list published by industry publication Accountancy Age.  The annual table highlight young professionals in the sector...

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Regional relationship director appointment for Assetz Capital

January 2, 2020
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Regional relationship director appointment for Assetz Capital

Assetz Capital, the specialist small business lender, has appointed Tony Kear as relationship director as it looks to help more firms across the region access growth funding. Tony, pictured, has 34 years’ experience in banking having worked for NatWest and RBS as head of healthcare and financing businesses in...

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Bristol-based Lloyds director in ambassador role to spearhead regional economic growth plan

January 2, 2020
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Bristol-based Lloyds director in ambassador role to spearhead regional economic growth plan

Lloyds Banking Group has appointed long-standing Bristol-based director Jeremy Hayward as its ambassador for the South West to help support social and economic prosperity across the region. Jeremy, pictured, will take the lead on delivering the group’s Helping Britain Prosper plan in the region.  The plan, launched in 2014,...

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Corporate tax expert appointed chair for its South region by KPMG

January 2, 2020
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Corporate tax expert appointed chair for its South region by KPMG

International accountancy group KPMG has promoted Andrew Morgan to chair of its South region, a role that gives him responsibility for strategy in an area that includes its offices in Bristol, Reading, Southampton, Plymouth and Cardiff. Andrew, pictured, succeeds Karen Witton, who has stepped down after four years to...

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New bank funding spurs growth for corporate advisory group in Bristol

January 2, 2020
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New bank funding spurs growth for corporate advisory group in Bristol

Corporate advisory group GS Verde has expanded its Bristol office with 10 senior appointments following a significant six-figure funding package from HSBC. The Cardiff-headquartered group, which includes law firm Greenaway Scott, corporate finance boutique Verde Corporate Finance and patent attorney business Alchemie IP, specialises in mergers and acquisition advice,...

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Firm launched by ‘pension software geeks’ sells majority stake to arm of BT’s pension fund

December 20, 2019
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Firm launched by ‘pension software geeks’ sells majority stake to arm of BT’s pension fund

A majority stake in Bristol-based pensions software firm Procentia has been acquired by the executive arm of the UK’s largest private sector pension schemes. Procentia was launched in 2002 by a group of self-confessed pension software geeks and has grown into a major player in the fast-growing specialist financial...

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