Saltus acquires Tavistock’s financial advice businesses for £37.7m
The new combined businesses will have assets under advice and management of over £7bn and more than 300 staff
UAE-headquartered wealth manager GSB eyes Swiss expansion
Russell Hunter has already been hired from Schroders Private Bank to run Swiss operation once licence approved
Kingswood group assets rise 8.3% as losses reduce
The statutory loss before tax for the period was £5.9m, an improvement of £3.9m against the restated comparable period last year
Financial planning | 30 Sep 24
Advice use among drawdown customers slumps to below 50% for first time, FCA data reveals
Only 46% benefited from professional financial advice
Albion SC partners with P1 Investment Services to launch discretionary service
Albion’s financial planning clients are responsible for more than £23bn in assets across markets from UK to Australia