Expats can save a ‘small fortune’ by addressing their mortgage
Financial advice firm director sets up company to help secure better rates
UK wealth manager rebrands following acquisition
As buyer prepares to roll out centralised investment proposition to IFAs
IFA firm buys Scotland-based advice company
Deal adds £761m in funds under influence to the group
US in the news: BNY Mellon WM names regional director
A round-up of people moves and M&A deals across North America
UK wealth manager acquisition adds £120m in client funds
It brings total FuM to approximately £1.1bn