United Kingdom
‘Lack of advisers’ offering services to UK expats in the US
There should be an ‘increase in qualifications to enter the market’ for those specialising in Brits overseas
SJP ‘paused’ intake of students to academy last year
As the firm reports 11% increase in funds under management
‘Confusing’ ESG terms hinder selection process, advisers say
This makes it ‘torturously difficult’ for them to make an ‘informed comparison’
UK financial planner acquires advice firm
Deal adds £20m of funds under management to the business
Wealth manager acquires Surrey firm
As it looks to expand its service proposition across the southeast