Advice firm unveils portfolio management service
It will feature a mix of active and passive funds
United Kingdom
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Brits under-45 ignored by financial advisers
Focus on AuM and mismatch on client needs favouring older generations
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Has Brexit actually made it harder to retire to Europe?
Protracted negotiations followed by lockdown have led to a ‘huge amount of pent-up demand’
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Advisers lack post-wealth transfer strategy
Many are worried their business will lose assets as they fail to retain clients
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LGT Wealth Management opens Edinburgh office
It is the firm’s fourth operation across the UK
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Competition ‘heating up’ in UK wealth market
As firms continue to open hubs and regional offices across Britain
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PE-backed advice company buys Beaufort Group
Acquirer was set up last year by former CEO and CFO of Quilter Financial Planning
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Advice network unveils Consumer Duty hub
It has been designed to ‘deliver support in every area of meeting these requirements’
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7IM set for £400m sale?
Months after reportedly rebuffing a takeover offer
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PEOPLE MOVES: AJ Bell, Matthews Asia, Butterfield
Investment firms make CEO change, as financial services group names vice president of private banking
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Openwork unveils business school for financial advisers
To help them with commercial and management development
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How to incorporate sustainability in estate planning
Taking care of IHT liabilities should not be the only goal