UBP to target smaller asset management partners in Asia
Room for independent asset managers to develop across the region
Room for independent asset managers to develop across the region
Buyer will not take on potential liabilities linked to mass mis-selling claims
Slice of the £109bn mandate would boost sluggish AUM growth
Universal Wealth Management advised clients to transfer assets to trusts to avoid care home fees
International Financial Services hands over clients as part of exit strategy
Recent tech valuations have the potential to plummet 95%
But industry commentators argue it will be ‘a low margin business’
In the firing line are Ireland, Luxembourg, Malta and the Netherlands
‘Increasing desire by advisory firms to use technology in far greater and more extensive ways’
Compliance issues that resulted in Tim Haywood’s exit hit the firm’s reputation and flows.
Who triumphed in the Global Financial Services Awards and Best Practice Adviser Awards UK?
NHS Pension Scheme can now pay tapered annual allowance up front on behalf of doctors