Regions
Indosuez WM creates a €200bn client assets group with Belgium wealth manager acquisition
This acquisition is ‘amongst the most significant transactions’ in the industry over past decade in Europe
Milecross adds 2,000 clients with acquisition of adviser firm in south east England
This purchase follows the recent acquisition of Dundee-based Osprey Financial Services
SDR rules ‘more complicated’ for the industry than first thought
The European SFDR was never intended as a labelling regime, which is what the more restrictive SDR aims to deliver
Retirement | 3 Jun 24
Ex-sports centre director fined for withholding information in pensions probe
Information legally required in a TPR investigation was withheld
WH Ireland focuses on wealth management amid sale of capital markets unit for £5m
The deal is expected to complete by mid-July 2024