Wealth Management
Chinese wealth firm expands offering to Canada
It will be able to give financial advice to HNW individuals and family offices in the country
UK firm plans ‘series of targeted acquisitions’ in IFA sector
First M&A deal is part of strategy to create a regional network of small financial advisory businesses
UBS agrees Japanese joint venture wealth deal
It will offer products, investment advice and services beyond what both firms alone can provide
UK wealth manager eyes £2bn AUM
As double acquisition adds around £250m towards its target
Tech firm to tackle cost of advice
Cost, quality and suitability are all linked