New breeds of acquirer create ‘exciting’ time in IFA market
There were 11 M&A deals worth over £5m in 2019, including four by private equity-backed firms
There were 11 M&A deals worth over £5m in 2019, including four by private equity-backed firms
Current clients will not be affected and have all options still available to them
Tool offers an ‘independent assessment’ of how they can fit into an existing portfolio
Jersey, Guernsey, the Isle of Man and have been ‘working closely’ with the UK
Tax treaties, recognition of trust structures and different laws make inheritance hard to navigate
Investment firm makes C-suite changes in Asia, while advice network hires former Rathbones chief
To amplify the number of investment strategies offered to its members
Woodford holdings and sales perks fail to derail flows at FTSE 100 wealth firm
Despite only 9% having cut their own costs in recent years
Investigation underway into advice to invest in high-interest short term deposit accounts
Questions raised about restructuring portfolios as firms start to ‘proactively contact’ clients
Wealth management firm names regional head, as pensions provider hires chief executive