Ex-Quilter duo launch advice consolidator after M&A deal
‘We see ourselves as a smaller, client centric, alternative to the large traditional’ acquirers
‘We see ourselves as a smaller, client centric, alternative to the large traditional’ acquirers
‘Giant fund management groups are a mixed blessing for the industry’
London-based Alvarium Investments set to merge with Tiedemann Advisors and go public
As buyer prepares to roll out centralised investment proposition to IFAs
Sandringham Financial Planners has over 180 IFA partners advising on more than £2.5bn of assets
It wants to make ‘four acquisitions by the end of the year or early 2022′
‘This is commonly available, why should anyone settle for less?’
Lowering threshold for initial listing to £100m ‘makes it a perfect size for an acquisition vehicle’
There has been some confusion over what role Raymond James plays in the UK wealth market
Bank is targeting a top-three position in D2C self-directed and robo-advice business in the medium term
It will reportedly raise £25m from investors to fund the acquisition
PMN Financial acquisition allows CBAM access to high net-worth family clients in Surrey and Hampshire