UK wealth manager makes double acquisition
Adding £220m in assets under management
Author: Alina Khan
-
-
FCA bans adviser for failures in advice given to BSPS members
With the FSCS paying out over £8.4m in compensation to customers
-
Financial services firm joins Quilter Select Protection Panel
Granting them access to 3,000 advisers in Quilter’s advice network
-
FCA bans two advisers over dishonest pension transfer advice
With the FSCS paying over £19m to former customers
-
Insurance provider rolls out platform offering PII for advisers
To empower firms to better evidence their individual risk resulting in fair and stable premiums
-
Brits continue to flock to alternative investments
As they look to diversify their portfolio, beat inflation and generate wealth in the long-term
-
UK advice firm snaps up financial planning business
Following the retirement of the acquired firm’s managing director
-
Invesco to close its global targeted return strategy
In a bid to simplify its multi-asset range
-
Advice firm acquires Newcastle-based financial planning business
Adding £220m of AuA
-
Financial planning business snaps up UK advice company
Owner of acquired firm has decided to take a step back from advising
-
Newly-launched financial planning firm makes first acquisition
Adding around £45m in assets under management
-
FCA bids to boost diversity and inclusion in financial services
As it also sets out rules to prevent bullying and sexual harassment in the industry