Wealth manager opens office in Birmingham
It will allow the firm to expand its reach in the ‘key regional centre’
UK Adviser
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Just 7% of advisers have plan to retain female clients
Despite most women inheriting wealth leaving their financial planner within a year of their partner’s death
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PE-backed wealth manager buys UK advice firm
It has a pipeline of planned deals within the investment management and financial planning sectors
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UK financial planning firm makes double acquisition
Deals add around £250m in funds under management
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Wealth manager buys Yorkshire IFA company for £1.5m
Acquirer has a ‘strong pipeline’ of UK opportunities
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Advice sector ‘doesn’t think one way about anything’
As 76% of firms say they are happy with their current level of organic growth
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AssetCo agrees £100m all-share deal for River and Mercantile
Acquirer wants to build an ‘agile asset and wealth manager that is fit for purpose in the 21st century’
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British Steel advice firm fails
UK lifeboat scheme has already received 17 claims against the company
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Pension transfer activity hits four-year low
As scam flag index remains below 50% for the fourth successive month
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UK wealth manager sells Swiss arm
In a bid to focus on ‘regional growth opportunities’ in Britain
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IFA company makes group CEO change
He will step down to become chair of its acquisitions business
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Duo jailed for roles in £2.5m boiler room investment fraud
Over 100 victims were pressured to invest in diamonds with promises of high returns