US in the news: Kingswood US chief executive steps down
A round-up of people moves and M&A deals across North America
Kingswood
-
-
UK wealth firm says it’s ‘often challenging to get deals’ done
Advice M&A market is ‘incredibly active and competitive’ with ‘principals that genuinely want to sell’
-
How practical are apprenticeships for the advice sector?
With a multitude of academies – do they still have a place?
-
Kingswood backers eye Lombard International deal
Investment firm Apollo Global Management also rumoured to be in the running
-
UK wealth manager sets up adviser academy
It will be ‘pivotal in organically growing the business over the long-term’
-
Wealth manager names chief executive of UK operation
The newly appointed CEO joins from Schroders Personal Wealth where he was chief commercial officer
-
PEOPLE MOVES: James Hay, Kingswood, Eastspring
Retirement platform hires CEO, as UK-headquartered group names head of wealth planning
-
Wealth firm acquires Surrey-based IFA company
It is also currently exclusively negotiating three deals in the UK
-
London-headquartered wealth manager expands US operation
Up to $8m will be spent on ‘active adviser recruitment and acquisitions’
-
£10bn compensation for Sipp stamp duty errors
‘Industry reluctance to even acknowledge that there is a problem has been staggering’
-
PEOPLE MOVES: Mattioli Woods, Kingswood, Generali
C-suite reshuffle at wealth management firm, while advice business makes triple senior hire
-
Is the UK financial advice sector ready for ESG demand?
Strategy will ‘have a much more significant role to play’ in post-coronavirus retail investments