Adviser support group makes two acquisitions via advice arm
Deals add £200m in AuA and 500 wealth clients
Industry
-
-
PEOPLE MOVES: FSCS, Maps, SEI
UK lifeboat scheme and pension service announce CEO exits
-
MitonOptimal UK operation sold to Dubai-headquartered firm
It is the acquirer’s first move into the British financial services sector
-
UK private bank creates entrepreneur client division
Former head of relationship management at Julius Baer will lead the unit
-
Number of HNWIs globally drops by 3.3%
Value of their wealth has also decreased by 3.6%
-
LOIM unveils sustainable investment platform
Investing in opportunities addressing the transformation to a net-zero economy, with a dedicated nature pillar
-
South Africa makes regulatory changes to moving assets overseas
In a bid to take the country off the FATF grey list
-
Intelliflo partners with SS&C to ‘transform’ UK advice market
Firms have created Wealthlink – the ‘deepest ever integration’ between a practice management system and an investment platform
-
Titan Wealth sets up internship programme
As part of the company’s ‘ambitious’ growth plans
-
UBS aims to complete Credit Suisse takeover by mid-June
Deal remains the subject of a number of legal disputes
-
Is financial advice too expensive – and just for the wealthy?
IA spoke with a number of firms to discuss cost, education, advice-guidance boundaries and value for money
-
Top questions IFAs should ask fund managers about liquidity
First Republic, SVB and Credit Suisse crises are ‘wake-up call’ that liquidity ‘should not be underestimated’