Praemium sells UK and international arm to Morningstar for £35m
‘Praemium’s digital-first capabilities will allow us to reduce friction, lower costs, provide more choice, and improve efficiency for advisers’
‘Praemium’s digital-first capabilities will allow us to reduce friction, lower costs, provide more choice, and improve efficiency for advisers’
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‘I would estimate at least 50% of deals are not released to the press’
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Tilney Smith & Williamson had been reportedly eyeing the wealth manager which owns Psigma IM earlier this year
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Majedie Investments writes down value of holding due to Covid outflows and pulled mandates
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Robey Warshaw is one of the employers of George Osborne
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Questions raised over whether hubris is behind management picking M&A over share buybacks
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Anthony Cross and Julian Fosh already have a well-established £10bn UK equity range
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Adviser platforms Parmenion and Nucleus were sold for under £150m
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Increases to 23% for sole financial planners, finds Dynamic Planner
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£1.4bn DFM is Kingswood’s fourth acquisition this year
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The UK All Companies sector would contain six different funds with a Premier Miton/R&M badge if the two managers joined forces
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IWP acquires Scotland and Surrey-based planners
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