Well, that was unexpected…
International Adviser looks back at the most salient stories of 2021
UK
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Advice firm aims to be ‘acquirer of choice’ in UK market
‘Destroying your culture can happen quite quickly with a couple of bad deals or even one’
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Chinese HNWs flock to the UK
Britain is one of the ‘most secure jurisdictions in which to hold assets’
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Ravenscroft buys MitonOptimal Channel Islands operation
Deal will include an investment management and life insurance business
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IFA and fund management group launches with double M&A deal
Company is ‘already speaking with other adviser firms and expects to make further acquisitions soon’
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UK expats across Europe ‘routinely abandoned’
‘Brexit-triggered’ changes have left clients ‘feeling worried’, says DeVere
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Help for UK professionals and firms to deliver services overseas
But advisers hoping it will re-open the door to the EU are likely set for disappointment
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Spain, Gibraltar and UK reach tax residency agreement
To ‘eliminate tax fraud’ and conflicts arising from being resident in both jurisdictions
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UK wealth firm to open financial planning office in Southampton
Operation is a ‘continuation of our ambitious growth plans’
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Global wealth firm unveils client liaison office in Cyprus
It will become the country’s expat financial advice hub post-Brexit
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UK protection firm eyes hiring spree to boost wealth arm
It wants to have 28 advisers by the end of 2021
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Wealth firm targets ‘orphaned’ UK expats in EU
British people ‘shouldn’t be penalised or cut off’ from accessing investment management services