IFA network completes double M&A swoop
As Mattioli Woods says it plans to keep buying up other firms
Tenet Group
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St James’s Place partner firm merges with Derby advice business
As IFA network sets up Nottinghamshire hub following double swoop
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IFA network makes first practice buyout in Scotland
Firm says acquisitions are part of long-term strategy to bolster its regional offices
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Buyout adds to northern IFA firm’s powerhouse ambitions
As Quilter completes acquisition of Lighthouse to grow its 3,500 adviser network
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IFA network makes 13th company buyout
Firm brings £26m of assets under management to the business
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Apprenticeship changes ‘good news’ for advice sector
Plans to invest £700m in England brought forward to April 2019
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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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How to target age-based investment offerings
With differing values and priorities, financial advisers need to keep up with changing needs
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Pensions freedoms: are clients savvy enough?
Tenet Group talks to IA about the lingering knowledge-gap, its UK acquisition plans and Brexit
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Advice firm’s CEO change will not be ‘significant’
The company’s ambitious five-year plan will see it buy-out around 20 advisory practices
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PEOPLE MOVES: HSBC Private Bank, Deutsche Bank, Savills IM
HSBC Private Bank has appointed a head of Luxembourg, Deutsche Bank Wealth Management has appointed a team to lead its non-resident Indian offering in Singapore and Savills IM pivoted toward Asia with series of senior moves.
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PEOPLE MOVES: T. Rowe Price, LGIM, Savills IM
US investment giant T. Rowe Price has beefed up its sustainable investing division, while Savills Investment Management get a new Asian research head and LGIM expands its active equity team.