IFA firm buys Beaufort Group
As it plans up to 20 more acquisitions to create regional hubs
As it plans up to 20 more acquisitions to create regional hubs
Service is a ‘way of increasing funds under management’
It will use the firm’s licence in Spain and ‘initially’ operate across the continent
Impact of recent regulations and Brexit are going to change the rules of the game
It already is in ‘late stage discussions’ to enter three other markets
The firm has also allocated resources to increase awareness and raise visibility of LGBT+ communities
It was bought from Zurich earlier this month
It has been able to continue ‘schedule of practice buyouts throughout the pandemic’
Suggestion that they work for more ‘vanilla’ firms but might not be a great fit for everyone
Group will provide marketing, administrative and technological support to the business
UK insurer Prudential has sold its US independent broker-dealer network to focus on local retirement products just days after announcing plans to merge its UK insurance and asset management businesses.
The Federation of European IFAs (FEIFA) has formed an affiliation with Kreston IoM, with the new partner advising members on structures to mitigate tax, aid succession, international pensions, and delivering guidance to high net worth clients.