UK wealth manager makes fifth acquisition with plans to make more
As it aims to reach £3bn in funds under management by April 2033
United Kingdom
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Evelyn Partners boosts professional services arm with latest deal
Acquired firm has expertise in advising private equity executives on tax affairs
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PEOPLE MOVES: M&G, Evelyn Partners, Investec
As investment manager appoints head of Asia Pacific, another hires investment director
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IFA acquirer buys UK financial planning firm
Deal adds £60m in client funds
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FCA bans adviser in regard to DB pensions transfers
He had advised 422 customers, 183 were BSPS members
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Fairstone expands UK presence with latest deals
Adding five additional offices to its roster
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Moneyweb partners with asset manager on bespoke MPS
That will power a range of discretionary portfolios
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IBOSS renames ‘Income’ MPS
Following a company review with advisers
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Sector in review: IA Targeted Absolute Return
Adam Lewis looks into the popularity shift of the IA TAR sector in recent years
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New wealth management firm launched by ex-RBC senior employees
Which aims to address the HNW advice gap
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Independent Women expands to six locations
To empower more women to take control of their finances
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UK wealth manager makes eighth acquisition
Adding £95m in assets under management