Companies
Leeds wealth manager buys London advice firm
Leeds-based wealth manager The Private Office (TPO) has acquired PQR Financial Planning, a firm of financial planners based in London, in a move that bucks the trend for large restricted advice firms to swallow smaller, independent players.
Provisca targets ‘stable of great brands’ within five years
In the wake of launching Provisca, founders Bryan Low and Nigel Watson talk about the challenges facing the offshore market and how they cater to the financial services ‘trinity’ of product providers, IFAs and clients.
Aisa Int’l embarks on new strategy starting with Czech branch
UK financial planning firm Aisa International has set up a branch in the Czech Republic following its registration as a Mifid tied agent, as part of the firm’s ambitious plans to set up further such branches in future.
Offshore law firm Collas Crill to merge with BVI company
Offshore law firm Collas Crill and British Virgin Islands firm Farara Kerins are to merge with effect from 1 January 2017, subject to regulatory approval.
Sanlam merges wealth arms, courts advisers in SJP challenge
Sanlam UK is to set up a new division encompassing its discretionary fund management and financial advice divisions and launch a partnership initiative for advice firms to join the group in a move that challenges St James’s Place’s existing model.