United Kingdom

Companies | 5 Oct 22

A quarter of baby boomers don’t trust young Brits with inheritance

But just 3% talked to a financial adviser about their succession plans

Companies | 5 Oct 22

Succession Wealth buys Yorkshire-based IFA firm

It is the company’s first acquisition under Aviva ownership

Companies | 4 Oct 22

PEOPLE MOVES: Invesco, Julius Baer, Societe Generale

Head of multi asset retires from investment firm, while wealth manager reshuffles Americas team

Companies | 4 Oct 22

Financial services firm buys Scottish rival

Both companies have wealth management and private client offerings

Companies | 4 Oct 22

Wealth manager set to complete eight advice acquisitions

Deals will add £1.4bn in AuM