Management buyout at IFA firm
Business is now majority-owned by the company’s directors after founder sold his stake
UK Adviser
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Wealth management firm agrees partnership deal with Liontrust
Clients will gain access to fund manager’s global equities, fixed income and multi-asset specialists
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IFA firm launches to tap into ‘gap in the market’
Adviser has set up her own business after being in the sector for less than a decade
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Momentum Global IM buys UK investment manager
Deal will create a combined business with assets under management of £4.7bn
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Wellington Management manoeuvres into UK retail market gap
‘Beyond Europe, Asia is a key’ region for the firm
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UK pensions tax relief review deemed ‘unnecessary’
As government comes under fire for not fully understanding how its own system works
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HMRC recouped £274m from IHT investigations last year
UK taxman is ‘dedicating huge resources’ to examine the estates of HNW individuals
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UK regulator bans financial adviser over £2.3m fraud
After he was sentenced to 30 months’ imprisonment in 2017
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IFA firm adds £200m in AuA with 14th acquisition
It is the company’s first office in Sussex
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Wealth firm acquires Surrey-based IFA company
It is also currently exclusively negotiating three deals in the UK
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Aviva to cut 60 adviser jobs in financial planning arm
But firm says this is not a ‘signal’ of it ‘pulling back’ from the sector
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SJP joins Invesco at top of underperforming funds list
Bestinvest named and shamed a record 150 funds in its latest Spot the Dog report