UK wealth manager launches franchise-style model
It will complement the existing business
It will complement the existing business
Deal grows the wealth manager’s footprint across the UK
To improve customer and client experience
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