United Kingdom
UK financial planning firm completes third acquisition of 2021
Deal adds over £100m in funds under management
Brewin Dolphin unveils sustainable MPS for advisers
Portfolios will be made up of funds that exclude exposure to ‘controversial sectors’
PEOPLE MOVES: Kleinwort Hambros, UBS, Calamatta Cuschieri
Wealth manager names head of private banking Channel Islands, as global giant restructures UK operation
Inheritance ‘a key financial pillar’ for most Brits
But only 14% are aware of the rules on IHT liabilities
Jersey fund drops hostile takeover bid of UK wealth manager
It ‘believes that other growth and acquisition opportunities are more compelling at this time’