Investec to cease UK retail structured product launches
As part of ‘its shift in focus to its core services for financial advisers’
UK Adviser
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James Hay buys wrap platform for £145m
Combined business will have around £45bn of assets under administration
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Why I became a financial adviser…
Benjamin Beck was in the armed forces before joining Nigel Grice and Associates.
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Wealth platform raises funds to finance international growth
US and Swiss investors spent $4m to boost the firm’s tech offering
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Wealth manager buys UK advice firm
Deal expands the company’s existing operations in London and south east
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UK wealth firm enters administration
‘Due to delays in the investment required for the business to begin trading’
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IWP names former Succession Wealth adviser CEO of Welsh hub
As it rebrands the business
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UK financial planner buys IFA firm
It is the company’s fourth M&A deal since 2016
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Robo-adviser exits UK retail market
But will retain its partnership with British banking giant
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‘Lack of advisers’ offering services to UK expats in the US
There should be an ‘increase in qualifications to enter the market’ for those specialising in Brits overseas
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SJP ‘paused’ intake of students to academy last year
As the firm reports 11% increase in funds under management
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UK financial planner acquires advice firm
Deal adds £20m of funds under management to the business