An insider’s guide to successful M&A
What makes a company an attractive prospect and what should potential acquirers take into account?
Kingswood
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Kingswood secures M&A funds
Wealth manager plans to spend more than £100m on its acquisition strategy
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UK wealthy changing advice firms to get more ‘attention’
Clients feel alienated as wealth managers forget how much they value a personalised approach
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PEOPLE MOVES: Zurich, Quilter, Money and Pensions Service
Top appointment for the insurer and departure at Quilter’s Financial Adviser School
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UK wealth manager makes first foray into US
Deal will give it the ability to ‘scale and cross-sell its services internationally’
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DIY vs advice: is self-made investing worth the effort?
Investec remains sceptical as it closes robo-advice business amid financial losses
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What does it take to break into the US advice market?
International Adviser spoke to an advice firm, wealth manager and consultant to try and figure it out
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Wealth manager to open up real estate investing
The alternative investment strategy tends to be only available to institutional investors
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PEOPLE MOVES: Schroders, Zurich, Utmost Wealth
Bruno Schroder’s daughter joins the board and CIOs resign from Swiss insurer
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PEOPLE MOVES: Canaccord Genuity WM, Octopus, Kingswood
CGWM bolsters its Singapore operation with Friends Provident International hire
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Wealth firm chief eyes ‘strong pipeline of opportunities’
Assets under management hit £1.9bn after first acquisition of 2019
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Guernsey wealth manager swoops on $1.7bn in US assets
Guernsey-based European Wealth, an integrated wealth management group, is to acquire a US broker network with US$1.7bn (€1.44bn,£1.29bn) assets under management and re-brand itself.