Financial adviser finalises London acquisition
It’s the first acquisition in three years for the Leeds-based firm
Wealth Management
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Saunderson House parent sold to private equity firm
Deal follows aborted 2018 sale that saw £3m offered to advisers to encourage them to stay
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Acquisition sparks rebranding for wealth manager
Advice services will continue to be offered out of its Yorkshire office
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Wealth manager to open up real estate investing
The alternative investment strategy tends to be only available to institutional investors
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Security concerns and over-digitalisation risk alienating investors
High net worths underwhelmed by wealth management apps
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Australian bank halts wealth management demerger
Update follows CBA’s commitment to prioritise recommendations from the Royal Commission
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Swiss private bank buys stake in Australian wealth manager
‘Australia is one of the most attractive and fastest growing wealth management markets worldwide’
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Understanding the new world of financial planning
Learn about the different roles that will be required to meet these changes
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Investment manager creates financial advice arm
The firm’s CEO hopes the operation ‘will make up 50% of the group’s business in three years’
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Asian advisers need to move on from product selling, says SEI
Service differentiation is key in Asia ahead of firm’s move into region with BMO
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Financial planning firm makes first venture into Northern Ireland
This is the company’s seventh acquisition since its formation in 2015
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Investment duo to create Jersey private wealth business
They will also provide investment advice in the Channel Island