‘Big fat chequebooks’ squeeze small IFAs out of M&A market
As acquisitions by consolidators leave rivals in the dust
PEOPLE MOVES: Utmost Intl, BNP Paribas WM, RBC WM
Life company hires head of EU technical services, while private bank names CIO
HNWs rush to take advantage of tax-efficient investments
52% said they will put more of their wealth into schemes that offer breaks before Sunak’s rumoured changes
HMRC to force tax advisers to hold PI cover?
Some in the industry are ‘incompetent’ and others ‘actively bend or break the rules’
UK financial planning firm makes fifth acquisition of 2020
Deal adds around £150m to the group’s assets under management