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United Kingdom

M&A activity driving up IFA business value in the UK

M&A Deals | 27 Jul 15

M&A activity driving up IFA business value in the UK

UK independent financial advisory businesses have risen in value by around 8% this year as regulatory reform helps drive M&A activity, according to online business valuation provider BizEquity.

Brooks Macdonald exceeds own expectations as FUM climbs 13.1%

Industry | 24 Jul 15

Brooks Macdonald exceeds own expectations as FUM climbs 13.1%

Brooks Macdonald’s discretionary funds under management edged closer towards the £7.5bn mark with a 13.1% increase in the year ending 30 June.

Hartmann Capital investors get bulk payout from FSCS

United Kingdom | 24 Jul 15

Hartmann Capital investors get bulk payout from FSCS

More than two thirds of the £3.2m in compensation owed to investors of Hartmann Capital has been paid out after the firm was shut down by the Financial Conduct Authority for having a £1.5m shortfall in clients’ money.

Old Mutual Int’l launches trust tool to support advisers

United Kingdom | 24 Jul 15

Old Mutual Int’l launches trust tool to support advisers

Old Mutual International has launched a new online service with the aim of boosting its trust proposition by pointing advisers towards the most suitable trust for their customer’s circumstances.

Crown Dependency disclosure facilities ‘surprisingly’ underused

Tax & Regulation | 23 Jul 15

Crown Dependency disclosure facilities ‘surprisingly’ underused

Crown Dependency disclosure facilities set up to offer individuals the opportunity to disclose any overdue payments or irregularities have yielded “surprisingly” low returns for HMRC, according to Pinsent Masons.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.