16% surge in UK financial services M&A deals
160 were made in the first half of 2023
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160 were made in the first half of 2023
Assets managed by robo advisers will reach $5.9trn in four years
It is the leading ‘passion asset’ ahead of watches and luxury handbags
It is the company’s sixth acquisition since 2019
But decline expected to be short-lived with a 5% rebound predicted
Women are an ‘underserved and untapped segment’ in the wealth management industry
Wealth manager wants to provide more sustainable investment solutions
Deal bolsters the wealth manager’s footprint in Scotland
As only 41% were happy with their level of wealth
Offering access to thematic and private investments
IFAs ‘need to be available on the channel of the client’s choice to build long-term relationships’
In a bid to help the company ‘develop the future of financial planning CRM’