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United Kingdom

Companies | 31 Aug 21

UK wealth manager rebrands following acquisition

As buyer prepares to roll out centralised investment proposition to IFAs

Companies | 31 Aug 21

IFA firm buys Scotland-based advice company

Deal adds £761m in funds under influence to the group

Companies | 27 Aug 21

UK wealth manager acquisition adds £120m in client funds

It brings total FuM to approximately £1.1bn

Companies | 27 Aug 21

Mattioli Woods buys wealth firm for £1.8m

Deal adds £70m in assets under advice and four members of staff

Companies | 27 Aug 21

Sanlam UK adviser network to close

But it will help firms find other networks and relationships

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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.