Global wealthtech firm in ‘active discussions’ over €5.5bn sale
There is no certainty that a deal will be agreed
Industry
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IFA and financial planning business valuations surge 20%
As demand for acquisitions remains strong with 90 deals announced in 2022
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Four more UK advice firms fail
Including two companies with links to the British Steel Pension Scheme
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Global financial services group buys Guernsey trust business
To bolster its offering in the Channel Islands
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59% of potential expats concerned about tax implications of moving
‘Crucial’ advisers can help reduce the time people spend worrying about money matters
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How will South Africa greylisting impact the advice market?
It becomes the second G20 country to warrant increased monitoring
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US in the news: Savant WM buys Atlanta advice firm
A round-up of people moves and M&A deals across North America
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7IM unveils retirement income solution
Pension freedoms ‘introduced a minefield of potential pitfalls’
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Should financial services firms partner with sports clubs?
There could be commercial benefits for companies as well as the opportunity to educate players
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PEOPLE MOVES: EFG, Omnis Investments, First Abu Dhabi Bank
Banking group bolsters Hong Kong operation, as investment firm hires chief executive
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What does sticky inflation mean for world economies?
Firms will ‘need to act to mitigate the effects of an inflationary environment’
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Retail investors need to start thinking ‘outside of the box’
Schroders’ Keith Wade believes that inflation is set to become much more of a problem over the next decade