Companies
Banking group partners with Swiss investment solution provider
In a bid to bolster its international wealth management offering
Succession Wealth acquires UK financial planning firm
Company sees ‘plenty of interesting opportunities in the market’
UK and Swiss wealth manager opens Yorkshire office
It already has operations in Zurich, London and Manchester
Pension consolidation and tech to drive Sipp market expansion
‘More needs to go online and happen digitally as people want instant information’
Schroder’s Benchmark Capital buys wealth firm
It will take client assets to £2.1bn, with more deals in the pipeline