Half a billion FUM boost for wealth manager
Firm is actively eyeing large, quality financial advice businesses after latest acquisition
Firm is actively eyeing large, quality financial advice businesses after latest acquisition
‘There are plenty of opportunities, most of the life companies have died’ says former Thesis director
Average ongoing charges figure across entire UK fund range is now 0.2%
As industry reacts to what this means
It has attracted more than £1bn of assets under management since launch four months ago
Regulation has had ‘significant effects on client satisfaction and retention’
As 70% think advisers should ultimately be responsible for ensuring assets are suitable
UK robo-adviser says service will help people who want a ‘straightforward view’ of their financial affairs
As £327bn expected to be passed down by Britain’s wealthy in next decade
Acquisitions will increase the firm’s assets under management by £415m
With worryingly patchy knowledge across Scotland, England, Wales and Northern Ireland
People divided over the future the digital asset, with few aware it remains unregulated