Bringing you live news and features since 2006 

Ascot Lloyd acquires Harvard Financial Management


Ascot Lloyd, a national Independent Financial Adviser (IFA) firm specialising in financial planning, wealth management and corporate benefit solutions, has acquired Harvard Financial Management (Harvard).

Harvard is a financial adviser based in Christchurch, Dorset, specialising in providing pensions, investment, wealth management, financial planning and life insurance services to private clients.

The acquisition is in line with Ascot Lloyd’s strategy of increasing its national presence, and will enable it to enhance the services it offers in the South of England. A number of Ascot Lloyd financial advisers will join the nine Harvard staff currently based in Christchurch in a collaborative approach to develop the firm’s offering across the wider region.

Richard Dunbabin, chief executive officer, Ascot Lloyd, says: “We are pleased to be expanding on the South Coast with an acquisition which adds significant potential for us to grow the services we provide in the area. This is a strategically significant acquisition, which complements our proposition with considerable expertise in specialist areas of advice such as pension transfers.

“Harvard boasts an excellent client base and talented team of advisers and support staff. We remain acquisitive and will continue to look for similar businesses that can contribute to our mission of building the UK’s leading national IFA firm.”

Mark Werner, managing director, Harvard Financial Management, adds: “Ascot Lloyd shares our commitment to excellent client service and market-leading financial advice. This move will enable us to achieve economies of scale by utilising Ascot Lloyd’s impressive back office and central functions, freeing up more time for our financial advisers to focus on the quality of the solutions we offer. I look forward to working with our new, larger team to develop our business through a new period of growth.”

Harvard will trade as Harvard Financial Management, part of the Ascot Lloyd Group.

Latest News

Value-driven structured credit investing firm, Angel Oak Capital Advisors, LLC, has announced the completed conversions of two of its mutual..
Confidence in the continuing strength of bitcoin and Ethereum is driving wider interest in altcoins and other digital assets, according..
First Trust has announced the launch of the First Trust Vest U.S. Equity Moderate Buffer UCITS ETF – February GFEB..
Trading activity on the Tradeweb Markets institutional European- and US-listed ETF platforms reveals that the Tradeweb European ETF marketplace reached..

Related Articles

Frank Koudelka, State Street Global Services
ETF data provider and ETF Express data partner, Trackinsight, has published its Global ETF Survey 2024 Report: ‘50+ Charts on...
Matteo Greco, Research Analyst at Fineqia International writes that bitcoin (BTC) ended the week at approximately USD52,150, showing a notable...
US Distribution Awards trophies
The winners of the first US ETF Distribution Awards at the Exchange conference, hosted by ETF Express and sponsored by...
Thomas Bonville, Clear Street
Just over a year ago, Thomas Bonville joined New York-based, prime brokerage Clear Street as managing director, head of derivative...
Subscribe to the ETF Express newsletter

Subscribe for access to our weekly newsletter, newsletter archive, updates on the site and exclusive email content.

Marketing by