Evelyn Partners boosts professional services arm with M&A deal
Acquired firm offers a range of personal tax services
United Kingdom
-
-
UK advice network revamps partnership development model
Following a review of the current structure
-
Irwin Mitchell buys Yorkshire-based wealth manager
Deal sees the firm’s AuM grow to £1.2bn
-
Three more financial advice firms fail
26 companies have been declared in default by the UK lifeboat scheme since the start of 2023
-
Advice company makes first acquisition of 2023
Firm wants to get to £5bn AuM by 2027
-
Ex-Quilter boss joins IFA group as chief executive
As the company bids to become one of the ‘leading wealth management businesses’ in the country
-
UK advice sector set for a ‘wave of consolidation of acquirers’
NextWealth says it is ‘seeing an almost Pacman-like appetite’ for firms
-
PEOPLE MOVES: Tenet, Progeny, Nedgroup Investments
Advice network appoints CEO, as financial planning group names UK managing director
-
International trust company opens London office
As the business looks to bolster its onshore solutions offering
-
UK watchdogs launch Senior Managers and Certification Regime review
As Treasury also unveils a call for evidence on the regulation
-
Financial planning company makes seven internal acquisitions
Deals add £800m in assets under advice
-
67% of HNW Brits have been a victim of financial crime
On average, scam victims lost around £9,000