Wealth Management
UK wealth manager buys Essex-based financial advice firm
It is the company’s sixth acquisition since 2019
Global financial wealth shrinks for first time in 15 years
But decline expected to be short-lived with a 5% rebound predicted
Should IFA firms change their approach to target female clients?
Women are an ‘underserved and untapped segment’ in the wealth management industry
Feifa partners with Affinity Private Wealth
Wealth manager wants to provide more sustainable investment solutions
Evelyn Partners adds ninth advice firm to succession programme
Deal bolsters the wealth manager’s footprint in Scotland