UK-based private equity firm sets up family office
To provide HNWs with a more ‘strategic approach’ to their investment and taxation strategies
United Kingdom
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Chase De Vere ‘actively looking’ to make acquisitions in IFA market
After it did not conclude any deals in 2022
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UK government slammed over its short-term approach to pensions
Steve Webb bemoaned the lack of long life spans of pension ministers
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Seccl rolls out drawdown Sipp
It is currently only available on an advised basis
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18% of over 55s to pass tax-free cash from pension to loved ones
Men more likely to do so than women
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Multi-adviser firms in high demand as UK consolidation race heats up
M&A consultant says smaller businesses ‘must navigate a more challenging environment amidst fluctuating valuations’
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IFA group acquires UK financial advice company
It is the firm’s third deal and has two more in the pipeline
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Brooks Macdonald promotes Matthew Wintour to head of int’l distribution
This is a newly created role at the wealth manager
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DWP unveils digital midlife MOT for older Brits
Website will include a financial tool to help people understand what to prioritise before retirement
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UK financial advice firms merge
Deal is a ‘true meeting of minds’
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PEOPLE MOVES: One Four Nine Group, Morningstar, Newton
Advice group names CEO, as financial services giant makes c-suite change
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IFA banned over ‘unsuitable’ DB pension transfer advice
He has been told to pay £850,000 to the FSCS to compensate customers