United Kingdom
UK wealth manager unveils succession programme for advisers
It wants to ‘explore’ bringing IFA client books to the firm
Financial planning firm in M&A talks with 45 advice businesses
Company’s acquisition model ‘is continuing to deliver exceptional results and to drive growth’
Ex-Quilter duo launch advice consolidator after M&A deal
‘We see ourselves as a smaller, client centric, alternative to the large traditional’ acquirers
PEOPLE MOVES: Julius Baer, GSB Capital, Bank Syz
Private bank names group head of Middle East & Africa, while Dubai wealth firm hires FPI veteran
Ombudsman eyes temporary reporting changes to solve claim surge
After it received 90,000 more complaints than it expected during the pandemic
