Companies
IFA network expands expat offering to Italy
It will offer financial advisory services to Brits in the Mediterranean country
SJP to build Irish DFM service, deVere CEO buys UAE adviser
SJP’s purchase aimed at expanding Rowan Dartington, while deVere owner builds UAE presence
Financial planner makes first acquisition of 2019
The deal will see the UK firm bring on board 400 clients and £200m in funds under management
One fifth of UK millionaires over 45 will not hand down wealth
Canada Life’s survey highlights people need to have ‘frank and honest’ inheritance conversations
DeVere to move management of Malta Qrops clients’ investments
The firm’s partnership with Pacific Asset Management has ‘helped develop the process’