Tilney Smith & Williamson takes on team of five as part of adviser retirement scheme
Explore Wealth Management advisers and clients will become part of the Newcastle office
Author: Robbie Lawther
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Ex-Credit Suisse exec launches UK wealth management firm
‘Many people have been quick to write off the UK as an investment destination following Brexit’
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Edmond de Rothschild buys 42.5% stake in UK family office
Deal will help serve clients ‘who continue to see London as a major financial hub post-Brexit’
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FCA takes forward plans to create long-term asset funds for illiquid assets
City watchdog is still examining whether the structure is appropriate for UK retail investors
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Woodford scandal pushed advisers to act over liquidity
75% have changed their behaviour in some way as a result of the Woodford fund suspension
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Pimfa unveils adviser guide to bolster DFM relationships
‘The agent as client and reliance on others rules have always been tricky to interpret and apply’
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Investec Wealth rolls out first funds in sustainable MPS range
Firm says the two models are to ‘create enduring worth, living in society not off it’
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Ex-Quilter duo launch advice consolidator after M&A deal
‘We see ourselves as a smaller, client centric, alternative to the large traditional’ acquirers
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Coutts sets out in Scotland after Canaccord Genuity WM deal
It will have a network of offices in Edinburgh, Glasgow and Aberdeen
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Sanlam sells UK wealth operations to US investment firm for £140m
Part of the South African firm’s strategy to simplify its business across Britain
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Waverton Investment Management unveils wealth operation
CEO says wealth management is ‘fast becoming central to our proposition for our private client audience’
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Sanlam to offload UK wealth management and life insurance arms
But it plans to maintain an asset management business in the UK
