Half a billion FUM boost for wealth manager
Firm is actively eyeing large, quality financial advice businesses after latest acquisition
Firm is actively eyeing large, quality financial advice businesses after latest acquisition
But disappoints with ‘hedge fund’ type fees
Despite reporting outflows of £7m last quarter
Politically ‘it would certainly be seen as a positive step by the majority of people’
And is looking to get a licence in the UAE
‘There are plenty of opportunities, most of the life companies have died’ says former Thesis director
Even holding a small interest in a passive foreign investment company could have big tax implications
Daniel Freedman passed away suddenly, the wealth firm announced on Wednesday
It can be white-labelled by financial institutions and is also available to the general public
As clients continue to pull money out of the market
Average ongoing charges figure across entire UK fund range is now 0.2%
Trophies handed out at International Adviser’s Fund Links Forum on 17 October