SJP partner firm makes fifth acquisition
Deal sees assets under management exceed £435m
Author: Robbie Lawther
-
-
Global advice company obtains Belgium licence
Firm can now provide services to clients across the EU
-
Global Financial Services Award Winners 2022 Revealed
Which companies took home top honours this year?
-
HSBC sells off Canadian arm for $10bn
Acquirer believes the deal will bolster its global banking and wealth management offerings
-
Interest rate rises force investors to turn to advisers
Expertise and experience of financial professionals is ‘crucial’ during turbulent times
-
Wealth managers lack strategies to assess client investment profiles
As 67% admit they mainly rely on their own intuition
-
‘Watershed moment’ as FCA eyes simplified advice regime
In a bid to provide mass market consumers with greater access to services
-
Kingswood targets UK-like acquisition spree in Ireland
But firm ‘not actively thinking about’ passporting opportunities across the EU
-
Evelyn Partners eyes expansion in ‘underserved’ Middle East markets
Maurice Keane tells IA ‘there is scope to pick up more business in that expat field’
-
UK financial services firms merge
Both businesses have wealth management and financial advice offerings
-
Nucleus eyes deal to acquire Sipp provider
There is no certainty that an offer will be made
-
UK financial planning firm fails
FSCS has received just one claim against the business