Business correspondent and personal finance editor since 1998, four times Scottish financial writer of the year, and once journalist of the year. Likes bringing business personalities to life, responding to unhappy consumers, and investigating bust businesses and the murkier corners of money. Highly commended in the 2013 UK Regional Press Awards.
Bristol-based Curtis Banks will take over 6000 Sipps from Dundee-based Alliance Trust by the end of the year.
Alliance said: "As part of the acquisition, Curtis Banks are retaining all affected staff, in both Dundee and London, to ensure continuity of service."
Curtis Banks has been involved with Sipps since 1995 and small self-administered schemes since 1977. The acquisition will give it a leading position in the Sipp market. Only the Full Sipp, not the Select Sipp, offered by ATS is affected.
The Edinburgh investment house, independent but 25% owned by US private equity, is in recovery after a steep loss of funds and regulatory fines in the UK and US.
However, STS, at £130 million a small but high-profile chunk of Currie's £4.65bn of assets, has delivered impressive performance since reinventing itself last year as one of a new breed of unrestricted global funds, while retaining its now fashionable mandate to seek income for share-holders alongside capital growth.