UK Adviser
Best Practice | uk-adviser 9 Dec 21
Why do some advice companies keep acquisitions quiet?
‘At least 50% of deals are not released to the press’
Companies | uk-adviser 9 Dec 21
UK wealth manager partners with green fintech firm
To give its clients access to personalised information about the climate impact of their investments
Best Practice | uk-adviser 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’
Companies | uk-adviser 7 Dec 21
Sanlam boosts investment offering for US citizens in UK
There ‘really aren’t any properly structured dual-reporting funds’, it claims
Companies | uk-adviser 7 Dec 21
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’