Sipp market troubles to shake up wealth industry
Mattioli Woods managing director speaks to IA about pensions, M&A, and the future of the industry
Mattioli Woods managing director speaks to IA about pensions, M&A, and the future of the industry
It hopes to help put things right where it has treated customers poorly
The country’s ‘entrepreneurial spirit’ has created ‘opportunities’ in the marketplace
The firm will offer a range of services including estate planning for collection transfers
Wealth management centre and investment solutions on agenda to grow client offering
The workshops are based around retirement and pensions but will have IHT elements soon
Wealth managers have long seen robo-advice and human expertise as distinct alternatives, but firms can offer the two in tandem – and they must if they are to avoid being left behind
London and Luxembourg key hubs for serving high and ultra-high net worths
The offering is part of the firm’s growth strategy to service high net worth customers
It wants to open 55 centres across the country by 2020
The £4m deal is an ‘important step’ for the firm which wants to continue expanding in the sector
International Adviser spoke to an advice firm, wealth manager and consultant to try and figure it out