Wealth manager opens office in Cambridge
A former True Potential financial planner has joined the company to run the operation
UK
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Ex-Capital AM financial planner launches advice business
He was also previously at Standard Life
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Financial planning firm completes acquisition of The Fry Group
‘We want to become the global platform for British people’, CEO tells IA exclusively
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Are IFAs too fixated on clients in retirement rather than next gen?
It is ‘natural’ for advisers to focus on older customers
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Ravenscroft to roll out higher income fund
It will be available in Guernsey, Jersey and the Isle of Man
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Pension dashboard provider sets up in the UK
Company already operates in South Africa and Namibia
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IFA firm makes second acquisition of 2023
Company is keen to buy the businesses of advisers planning to retire
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Global financial services consultancy firm sets up M&A operation
Companies need to ‘rely on a partner who can navigate’ the mergers and acquisitions world ‘sensitively’
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Jersey investment manager sets up UK operation
Firm hires a former Quilter Cheviot executive director to run the business
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Redmill Advance buys financial adviser training provider
It is the company’s first acquisition of 2023
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Investment trust buys minority stake in UK wealth manager
In a bid to ‘support and accelerate the growth of the business’
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Private banking group sets up French Nexus operation
To serve clients that have a financial interest in both the UK and France