Investment giant to ‘redefine’ UK wealth market with £175m plan
It is the ‘right time’ for the firm to ‘set a new standard’ for how Brits save and invest
DFM consolidator Titan Wealth buys Cardale Asset Management
Company acquired Tavistock’s £1bn multi-asset arm in June 2021
IHT receipts soared to £5bn last year
Savers aim to give around £12bn as a ‘living inheritance’ to children in 2022
UK financial planning group makes 50th acquisition
It will target ‘some select new geographies’ with future deals
Progeny buys UK financial advice firm
Deal brings its assets under management to over £3bn