City of London Group acquires financial advice firm
CEO says firm ‘will continue to monitor the market for opportunities’ to support its growth strategy
UK Adviser
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More than 60% of advisers to increase infrastructure allocation
Foresight Group surveyed 198 UK IFAs about investing in the sector over the next few years
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Sanlam UK buys financial planning firm
The acquired business offers wealth management and family offices services
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UK gov’t launches advice provider to ‘streamline service’
Operation created by merging Money Advice Service, Pension Advisory Service and Pension Wise
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Almost half of UK investors avoiding risk ‘at all costs’
Aegon study of 2000 UK adults finds “reckless caution” is the biggest risk
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Insurance firm moves Europe HQ out of London ahead of Brexit
It hopes the move to France will give customers a ‘continuous and uninterrupted service’
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IFA profits from investment manager’s FCA suspension
The firm has taken on around 1600 clients which equates to around £55m in assets under management
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‘Fraudulent’ financial adviser jailed for eight years
He used £4.5m of his victims’ money to fund an ‘extravagant lifestyle of foreign travel, top hotels and gambling’
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Financial planning group agrees double acquisition
Also, Caledonia Investments to acquire minority share in a multi-family office
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Most future UK expats failing to take financial advice
Old Mutual International surveyed 2,000 citizens on their financial planning affairs
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Fairstone Group acquires IFA business
Some 1,250 clients, five advisers and two support staff will join Fairstone as part of the deal
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Investors want ‘hard evidence’ on the impact of ESG investing
Axa IM surveyed around 2000 UK adults on their views about socially responsible investments