17 UK firms failed between February and March 2023
This includes financial advice and wealth management businesses
This includes financial advice and wealth management businesses
It is part of a $223m digitalisation strategy
Following an inspection conducted on the firm
Deal adds over £635m in assets under advice and administration
It already has a presence in the US and Singapore
It will be led by industry veteran Bernard Chai
To help clients across the region
Combined company has around €14bn in assets
Morningstar Wealth’s Mark Sanderson says it is hard enough just being an adviser
Companies need to ‘rely on a partner who can navigate’ the mergers and acquisitions world ‘sensitively’
Morningstar Wealth’s Mark Sanderson says he is ‘really optimistic’ about the international space
She was previously at Charles Stanley and CS Financial Solutions