Will UK qualification scheme open up the US wealth market?
‘People across financial services will keep a close eye’ on trade negotiations between the countries
‘People across financial services will keep a close eye’ on trade negotiations between the countries
In its bid to offer services to client groups across the UK
Lowering threshold for initial listing to £100m ‘makes it a perfect size for an acquisition vehicle’
In a bid to ‘address the attractive mass market and self-directed wealth segment’
Acquisition was first rumoured in May
Deals add 600 clients and £350m in assets under management to the group
It is ‘currently closing the first set of deals with a combined £500m in AuM’
Company hasn’t ruled out acquisitions as it lays out ambitious growth strategy
It will continue to grow organically and ‘through targeted acquisition’
Acquirer expects ‘to announce further acquisitions later this year’
Retirees and higher earners also ‘have holes’ in their financial safety net
Newly formed business will be ‘actively pursuing an IFA consolidation strategy’