IFA firm completes 10th acquisition of 2020
Deal adds £135m in assets under advice
Deal adds £135m in assets under advice
Deal adds £46m in assets under administration to the company
FCA ‘needs independent oversight’ to make it ‘answerable for its actions’
If you take the relationships out of the business, is there are real value left?
‘Housekeeping around cost management has never been more important’
Insurer names hires global head of M&A, while wealth firm names CEO
It is the company’s first office in Sussex
Recruiting staff isn’t necessarily a problem – but keeping them could be a real challenge
As it adds £58m in AUA to its West Midlands regional hub
It is the company’s 12th M&A deal since inception
South African firm reshuffles management team, wealth manager hires executive director in Singapore
Company is ‘close to achieving its goal of 20 deals’ and aims to have £5bn AUM in coming year