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Platform founder departs, as DFM names chief financial officer
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Platform founder departs, as DFM names chief financial officer
Over 90% voted in favour of the acquisition
In a bid to provide ‘greater certainty of execution’ for the wrap platform’s shareholders
They fear there will be a large number of jobs losses after it completes
Combined business will have around £45bn of assets under administration
There is reportedly one firm left in the running for the wrap platform
Majority shareholder Sanlam UK is said to be supportive of the discussions
As it seeks greater control over its processes, service offering and product development
As 3-in-10 say Mifid II cost and charge statements have brought more confusion
As fewer planners are looking to run their own model portfolios
He was the company’s first regional business development director
Investment approach can be tailored to each client, regardless of the size of their assets