Wealth Management
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
Alternatives | 21 Mar 19
Wealth manager to open up real estate investing
The alternative investment strategy tends to be only available to institutional investors
Security concerns and over-digitalisation risk alienating investors
High net worths underwhelmed by wealth management apps