United Kingdom
Ex-Quilter duo launch advice consolidator after M&A deal
‘We see ourselves as a smaller, client centric, alternative to the large traditional’ acquirers
PEOPLE MOVES: Julius Baer, GSB Capital, Bank Syz
Private bank names group head of Middle East & Africa, while Dubai wealth firm hires FPI veteran
Ombudsman eyes temporary reporting changes to solve claim surge
After it received 90,000 more complaints than it expected during the pandemic
Former EY consultant creates digital estate planning service
To help advisers ‘make a real difference to their clients’ lives’
Global advice ‘consortium’ buys UK financial planning firm
This is the acquirer’s second deal in Britain in 2021