UK investment services firm rolls out API tool for advisers
To allow them to integrate the software they use with its platform
UK
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Investment manager rolls out value for money tool for advisers
To provide them with a measure of the cost-effectiveness of their clients’ portfolios
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Financial services recruitment firm launches M&A service for IFA market
Ex-SJP development manager will head up the operation
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Ex-CFO of SJP partner firm buys UK wealth manager
Founder will retire from the business following the deal
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Adviser support group makes two acquisitions via advice arm
Deals add £200m in AuA and 500 wealth clients
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UK investment manager creates financial planning arm
It has hired former Cazenove Capital wealth planning director to run the operation
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IA interview – Magnus Wikner – Söderberg & Partners
The head of wealth management UK talks to International Adviser about the firm’s move to Britain
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Parent company of UK advice firm gets PE backing
Deal will help accelerate the group’s growth strategy
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UK-headquartered retirement savings platform acquires US firm
Deal takes its assets under management to over £8bn
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What advisers need to know about M&A deals in wealth management
Many buyers have ‘healthy cash reserves’
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UK wealth manager snaps up Sipp firm
As the company looks to expand its offering
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Ravenscroft Group sells off UK investment management business
Deal takes acquirer’s AuM to £9.4bn