UK wealth manager unveils succession programme for advisers
It wants to ‘explore’ bringing IFA client books to the firm
It wants to ‘explore’ bringing IFA client books to the firm
Company’s acquisition model ‘is continuing to deliver exceptional results and to drive growth’
‘We see ourselves as a smaller, client centric, alternative to the large traditional’ acquirers
Private bank names group head of Middle East & Africa, while Dubai wealth firm hires FPI veteran
After it received 90,000 more complaints than it expected during the pandemic
To help advisers ‘make a real difference to their clients’ lives’
This is the acquirer’s second deal in Britain in 2021
‘Pressure on trustees to do more to support members will only grow’
It has ‘exciting plans’ for another deal in the next 12 months
‘Pandora Papers’ expose hidden wealth and tax avoidance by world’s rich and powerful
It will have a network of offices in Edinburgh, Glasgow and Aberdeen
But this is ‘no excuse’ for the chancellor to raid it in the upcoming budget