Saunderson House
Best Practice | 23 May 22
Rathbones IFA subsidiary to move to restricted advice model
Almost a year after the wealth manager bought the business for £150m
Rathbones to acquire UK advice firm for £150m
Combined £60bn business will make the company the third largest wealth manager in Britain
PEOPLE MOVES: Heartwood WM, Saunderson House, HSBC
Wealth manager appoints CEO as it rebrands, while advice firm names head of financial planning
New prime minister top financial worry for UK rich
Tax changes and deterioration in physical and mental health also big threats for high net worths
PEOPLE MOVES: Columbia Threadneedle, Saunderson House
Asset manager appoints Emea CEO, while former top politician joins wealth manager investment committee