Financial planning firm makes first acquisition
It will ‘continue to seek out further strategic’ deals
UK Adviser
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Fossil fuels will be ‘trade of the decade’
Impactful investments have become a ‘portfolio diversification tool that delivers profits with purpose’
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Financial planning firm buys advice company
Managing director will retire from the acquired business
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Advisers urged to ‘ride out the short-term noise’
As Russian invasion of Ukraine continues
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Advice consolidator buys IFA firm
Schroders’ subsidiary Benchmark Capital once owned a 24% stake in the acquired company
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Administration-hit Sipp operator sold to trustee firm
All staff will transfer across
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Private bank downgrades equity weighting to ‘disinclination’
As it upgrades gold exposure from positive to preference status
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IFA company makes four acquisitions
Deals add £335m in assets under management
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Advice group acquires Hertfordshire wealth firm
Deal increases assets under influence to around £800m
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Financial planning firm buys wealth manager
Founder of acquired business will exit the company next year
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Alternatives can be ‘robust building blocks’ in model portfolios
60/40 strategy ‘under pressure because of the forces that are at play against fixed income’
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UK financial planning companies merge
Owners ‘recognised the opportunity the pandemic presented and discussed their shared ambitions to grow’