United Kingdom
Global fintech firm buys UK investment platform
Deal expands acquirer’s digital services offering in the British advice market
PEOPLE MOVES: Canada Life UK, Lombard Odier, Phoenix Group
Insurer makes c-suite changes, as Swiss wealth manager names managing partner
Best Practice | 9 Dec 21
Why do some advice companies keep acquisitions quiet?
‘At least 50% of deals are not released to the press’
Investors ‘compelled’ to allocate more to high-risk assets
But most younger clients say performance impacts their mental health
