Financial planning group snaps up London-based advice firm
Acquirer now has over £2bn in AuM/A
United Kingdom
-
-
M&G names ex-Brooks Macdonald chief executive as wealth CEO
She was also previously chief executive of Abrdn Personal Wealth
-
UK retirees shun decumulation advice
Number of non-advised sales soar by 24%
-
Trade body tells advice firms not to be ‘Consumer Duty Zombies’
As it marks 28 days until the deadline to comply with the regulatory regime
-
Global health insurance solutions provider opens London office
Following the firm’s expansion into Germany and Dubai in 2022
-
Eden Park IM partners with Hymans Robertson
Investment services provider will sub-manage the Eden Park’s Brunel range
-
96% of UK-based wealth managers expect fine wine investing to increase
It is the leading ‘passion asset’ ahead of watches and luxury handbags
-
UK wealth manager buys Essex-based financial advice firm
It is the company’s sixth acquisition since 2019
-
One-in-five HNW Brits sacrificing financial stability to help their children
22% have reduced their pension contributions
-
23% of British expats set to sell UK property
But most are not aware CGT may be due or that a non-resident capital gains tax return must be filed
-
Charles Stanley rolls out financial coaching service
As Evelyn Partners launches digital hybrid platform to boost its financial wellbeing offering
-
What do retail investors need to know about illiquid assets?
Risk appetite, knowledge, experience and amount of wealth all important things to consider