Wealth platform raises funds to finance international growth
US and Swiss investors spent $4m to boost the firm’s tech offering
UK Adviser
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Wealth manager buys UK advice firm
Deal expands the company’s existing operations in London and south east
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UK wealth firm enters administration
‘Due to delays in the investment required for the business to begin trading’
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IWP names former Succession Wealth adviser CEO of Welsh hub
As it rebrands the business
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UK financial planner buys IFA firm
It is the company’s fourth M&A deal since 2016
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Robo-adviser exits UK retail market
But will retain its partnership with British banking giant
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‘Lack of advisers’ offering services to UK expats in the US
There should be an ‘increase in qualifications to enter the market’ for those specialising in Brits overseas
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SJP ‘paused’ intake of students to academy last year
As the firm reports 11% increase in funds under management
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UK financial planner acquires advice firm
Deal adds £20m of funds under management to the business
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How to move to the UK from Hong Kong
Lack of familiarity with British tax system could harm their financial positions once they relocate
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How overseas operations can help HNWs mitigate tax liabilities
Investors look to European countries for ‘a superior quality of life and a safe haven for assets’
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Can UK financial services survive without an EU deal?
‘Equivalence should be seen as a starting point’ and ‘imperative’ Britain does not accept rule taking