UK wealth manager has no plans to pause M&A strategy
As firm says activity in the advice market is ‘not slowing’
UK Adviser
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Hybrid advice is ‘next evolution’ for the industry
‘But getting the advisers comfortable is really key’
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UK advice company fails
Months after it received an asset retention requirement from the FCA
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Ex-cricketer joins industry duo to set up DFM firm
Company will specialise in financial planning, advice and discretionary investment management
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IFA firm acquires Surrey-based financial planning business
Deal adds around £250m assets under management to the group
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Wealth manager buys UK advice firm for £4m
While it ‘is in exclusive due diligence on two potential transactions in two international markets’
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Ex-Barclays Wealth financial planner sets up UK advice firm
It will be a company ‘where people can come and engage and it’s never about the money first’
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UK financial services group buys Cambridge advice firm
Company says it will ‘remain acquisitive’
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UK advice company partners with DFM firm to boost ESG offering
‘More and more clients want to express their values through their savings and investment choices’
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Back equities over bonds to combat inflationary environment
‘We are seeing greater ability to pass through rising costs than we have seen for the last 20 years’
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UK online trading group to roll out wealth management platform
Firm says it believes ‘there is a significant opportunity to disrupt the self-investing sector’
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IFA firm completes triple deal
It expects ‘to make further acquisitions in the coming months’