Novia Financial co-founder sets up advice company
It will target ‘lower-value’ clients with less complex needs
Author: Robbie Lawther
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Marlborough creates investment platform for advisers
It has an annual charge of 0.20%
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Has the UK advice M&A market reached its peak?
‘Number of appropriate new investment targets is very limited’
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UBS splashes out $3.2bn to buy troubled rival Credit Suisse
Deal will create a global wealth manager with over £4trn of assets
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‘Seismic change’ in pension tax landscape as lifetime allowance scrapped
MPAA has been reset to £10,000 and annual allowance will be £60,000
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Advanta Solutions acquires M W Wealth
This is the group’s sixth acquisition in the last 18 months
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Kingswood in talks to sell UK operation
Company is working with an investment bank to discuss strategic options for the business
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Buyers of advice firms need to stump up extra 20%
With 90 M&A deals inked in 2022, a slight drop from 93 the year before
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‘Extremely difficult’ DIY platforms ‘refuse to deal’ with advisers
As do-it-yourself investment accounts hit all time high of nearly 10 million
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One Four Nine makes ‘largest acquisition yet’
Marking its seventh deal since launch in 2021
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Advice firm consolidator makes first acquisition of 2023
Deal adds more than £450m in funds under management
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Polar Capital opens Swiss office
To bolster its presence in continental Europe
