IFA firm makes its ninth acquisition of 2020
Deal adds £46m in assets under administration to the company
UK Adviser
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Quilter International unveils two offshore bonds for UK market
They offer ‘more choice to clients and advisers over which jurisdiction they want to situate their wealth’
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Will drop in demand for UK golden visas be a long-term trend?
‘Decline started well before international borders closed’
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Four financial advisers join forces to set up IFA firm
It will offer retirement, estate, tax and protection planning services
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Fintech firm launches platform with inclusive DFM costs at 0.35%
Assets held over £1m will only be charged 0.1%
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Sarasin sells off Irish business as Brexit deadline looms
It is the acquirer’s 10th M&A deal since 2012
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UK and US firms merge to create $24bn global wealth manager
Deal will expand the combined company’s geographic footprint across Europe and the States
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From professional footballer to financial adviser
Ex-Manchester United player says firms need to realise sports people are ‘all-rounded individuals’
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UK mortgage and protection firm unveils wealth arm
Company is looking to recruit advisers before end of 2020
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Nearly one-in-five wealthy Brits has at least £100,000 in cash
29% would like to move their assets to investments but don’t know what to do
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Devilish detail in UK Settled Scheme for European HNWs
Submitting an application by the 30 June 2021 deadline may not be enough, law firm warns
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‘Big fat chequebooks’ squeeze small IFAs out of M&A market
As acquisitions by consolidators leave rivals in the dust