Credit Suisse gets green light for China wealth arm
It is set to roll out the venture in the first half of 2023
Author: Robbie Lawther
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UK advice firm buys Midlands-based company
Acquirer will now have two offices across Britain
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Greek advice market set for US expat boom
Following the closure of the Portugal golden visa scheme
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Asia-based financial group sets up wealth management arm
It serves clients with investible assets over $250,000
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Swedish wealth group wants to be ‘major player’ in UK market
Firm believes there is ‘nothing else quite like’ its proposition for advisers
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PEOPLE MOVES: Aiva, Ocorian, Interactive Investor
South American advice group names CEO, as financial services provider hires Apac business development director
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Advice network handed pension transfer ban
Regulator also says it must not take on any new appointed representatives
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SJP partner firm completes first acquisition of 2023
Deal takes its assets under management to around £500m
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Ex-Coutts portfolio manager sets up investment platform comparison site
It will be for DIY investors initially with plans to help advisers in the longer term
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IFA consolidator bags £15m for M&A spree
As the company targets over £1bn in AuA within the next 18 months
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Financial services group buys Irish advice firm
Following its merger with a Dublin-based company last year
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Fairstone makes second acquisition of 2023
Deal adds £200m in funds under management to the group