UK Adviser
Wealth manager buys UK financial planning company for £164m
Deal also includes a DFM business
Best Practice | 14 Dec 21
Just 21% of advisers have a strategy to attract younger clients
As most believe that COP26 has been a significant driver of demand for sustainable investments
Best Practice | 9 Dec 21
Why do some advice companies keep acquisitions quiet?
‘At least 50% of deals are not released to the press’
Best Practice | 8 Dec 21
Just 36% of HNWs discuss wealth plans with their partner
Clients need to be ‘open and honest with their family’ in order to ‘make most of tax breaks available’
Advice firm aims to be ‘acquirer of choice’ in UK market
‘Destroying your culture can happen quite quickly with a couple of bad deals or even one’