Isle of Man-headquartered wealth manager merges with trust firm
To ‘form a stronger and more expert financial services team’
To ‘form a stronger and more expert financial services team’
Investors involved are reportedly mainly retirees or near pension age
Market is ‘mature’ and ‘self-confident’
As part of a double swoop including an Isle of Man-based financial planning company
It will be available in Guernsey, Jersey and the Isle of Man
Wealth manager names CEO, as platform announces c-suite departure
Watchdog will continue to ‘focus on providing value for money and maintaining standards of excellence’
It is the group’s second acquisition since it completed an MBO in 2019
RL360 and Friends Provident International parent company says there is a gap in the Sipp market
Business was set up by ex-Lloyds and Barclays duo in 2021
Private bank names CEO, as Isle of Man firm makes c-suite change
Product will give advisers in the jurisdictions access to PruFund range