Companies
Perspective buys IFA firm and has four more deals in the pipeline
Its 12th acquisition of 2022 adds £115m to AuM
Hybrid advice revolution shows no sign of stopping
Just 23% of firms have returned to a majority face-to-face model
HNW clients fret over recession threat
Wealthy investors are in a ‘state of paralysis’ but it is ‘not the time to shy away’
European wealth managers predict tougher suitability regulations
Most feel they will be pressured to pay compensation for failing to understand clients’ risk profiles
PE-backed wealth manager makes double acquisition
Deals increase assets under advice to over £1.8bn