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UK Adviser

Best Practice | uk-adviser 9 Dec 21

Why do some advice companies keep acquisitions quiet?

‘At least 50% of deals are not released to the press’

Companies | uk-adviser 9 Dec 21

UK wealth manager partners with green fintech firm

To give its clients access to personalised information about the climate impact of their investments

Best Practice | uk-adviser 8 Dec 21

Just 36% of HNWs discuss wealth plans with their partner

Clients need to be ‘open and honest with their family’ in order to ‘make most of tax breaks available’

Companies | uk-adviser 7 Dec 21

Sanlam boosts investment offering for US citizens in UK

There ‘really aren’t any properly structured dual-reporting funds’, it claims

Companies | uk-adviser 7 Dec 21

Advice firm aims to be ‘acquirer of choice’ in UK market

‘Destroying your culture can happen quite quickly with a couple of bad deals or even one’

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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.