Companies
PE firm eyes majority stake in Dynamic Planner
Deal is reportedly valued at £27m
FNZ invests in cash management and savings fintech
It is ‘more important than ever for the wealth industry to be focused on delivering great consumer outcomes’
International family office unveils Miami operation
To bolster its offering in North and Latin America
Europe-based advisers expect 10% annual growth over next 3 years
Most believe success will depend on their ability to build relationships with next generation