Companies
Advisers lack post-wealth transfer strategy
Many are worried their business will lose assets as they fail to retain clients
Assetco to buy SVM Asset Management in £10.7m deal
As it seeks to build an Edinburgh hub alongside Saracen Fund Managers and Revera Asset Management
LGT Wealth Management opens Edinburgh office
It is the firm’s fourth operation across the UK
Mena advisers predict surge in fixed income allocation
International real estate and domestic equities also in demand
Investment firm charged over selling high-risk bonds to retirees
Products were ‘only suitable for customers with substantial financial resources’