How can the wealth industry attract more women?
There is ‘heightened pressure’ on the sector to bring in female advisers and paraplanners
Kingswood
-
-
Global wealth manager in talks to sell UK operation
Company is working with an investment bank to discuss strategic options for the business
-
Kingswood and Stonehage Fleming deals get over the line
As private equity firm get regulatory nod to take majority stake in Boston Multi Family Office
-
US in the news: Savant WM buys Atlanta advice firm
A round-up of people moves and M&A deals across North America
-
‘Extremely difficult’ DIY platforms ‘refuse to deal’ with advisers
As do-it-yourself investment accounts hit all time high of 9.54 million
-
Kingswood launches Aim IHT and ISA portfolio service
As RBC Wealth Management finds inheritance tax planning is top concern for HNW Brits
-
Kingswood bags advice firm in £12.4m acquisition
It has four potential M&A deals currently under exclusive due diligence
-
Kingswood targets UK-like acquisition spree in Ireland
But firm ‘not actively thinking about’ passporting opportunities across the EU
-
Kingswood buys Scottish advice company for £5.1m
It is the firm’s first acquisition in the country
-
Kingswood splashes out £8.6m on two advice firms
With five more deals expected to close in the next few months
-
Kingswood secures up to £150m debt facility
Money will be used to fund current and future acquisitions
-
PEOPLE MOVES: Syz Capital, AllianceBernstein, L&G
Swiss company names managing partner, while investment firm hires director of Italian distribution