Wealth Management
Wealth manager bolsters pension offering with acquisition
The £4m deal is an ‘important step’ for the firm which wants to continue expanding in the sector
What does it take to break into the US advice market?
International Adviser spoke to an advice firm, wealth manager and consultant to try and figure it out
Financial adviser finalises London acquisition
It’s the first acquisition in three years for the Leeds-based firm
Saunderson House parent sold to private equity firm
Deal follows aborted 2018 sale that saw £3m offered to advisers to encourage them to stay
Acquisition sparks rebranding for wealth manager
Advice services will continue to be offered out of its Yorkshire office