Charles Stanley opens first Northern Ireland office
Firm eyes opportunity in Belfast, as it is ‘one of the UK’s fastest-growing financial services hubs’
Firm eyes opportunity in Belfast, as it is ‘one of the UK’s fastest-growing financial services hubs’
It is hoping to expand globally with 300 additional client-facing employees by 2021
Deal will increase the group’s presence in the country as it looks to tap into its HNW market
Newly created business eyes $5bn in assets under management by 2022
As Fiducian Group acquires retail financial planning arm of a Tasmania-based business
It will be able to give financial advice to HNW individuals and family offices in the country
First M&A deal is part of strategy to create a regional network of small financial advisory businesses
It will offer products, investment advice and services beyond what both firms alone can provide
As double acquisition adds around £250m towards its target
Cost, quality and suitability are all linked
It is not authorised to provide financial or investment services in or from the country
Are advisers too quick to sell their businesses with future clients waiting in the wings?