Companies
One in two UK financial advisers plan to retire during the next five years
51% of IFAs, financial planners say their firm will only keep up to 50% of clients’ assets they currently personally manage
Tatton AM sets new growth target of £30bn AUM/I by Q1 2029
Tatton’s IFA firms increased by 12.2% to 975 (2023: 869)
DeVere Group’s asset management arm hits $1.5bn in AUM
All deVere AM funds are domiciled in Dublin
DeVere Group expands in Portugal with ‘ambitious plans’ for the jurisdiction
The current hub office with a 25-strong team is in the city of Porto
Generali’s Infranity investment platform breaks through €10bn AUM mark
Infranity, founded in 2018, is one of the fastest growing infrastructure asset managers