UK Adviser
Skerritts adds £1bn AUM with purchase of Ellis Bates Financial Advisers
Since Sovereign’s investment in 2021, Skerritts has made 14 acquisitions
Perceived barriers to financial advice deter 11m UK adults from seeking support
Across the UK, 24.6m people have never accessed any kind of financial advice or guidance, according to the findings
Best Practice | 8 Apr 24
Nearly two thirds of HNWIs are unaware of the size of their pension pots
Women were less familiar with their pension pots than men on average
Investment | 26 Feb 24
Evelyn Partners adds to US equities and UK gilts in Core MPS rebalancing
Shift sees new positions taken in the Premier Miton US Opportunities fund and two gilt ETFs
LGT Wealth Management to open new offices
The firm also makes hires as part of new Manchester office