Market turbulence tests investors’ nerves and advisers’ messaging
Financial planners and wealth managers explain how they have managed to reassure investors over the past few weeks
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Saltus
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Tavistock to sell two business arms to fund ‘potential future acquisitions’ and buy back shares
Some 30% of shareholders have already voted in favour of the sale to Saltus
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Saltus’ Jon Macintosh: ‘Our job is to save clients from themselves’
Advisers should be offering solutions that improve their clients’ lives while steering them away from passing trends
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PE company snaps up majority stake in Saltus
Backing will ‘significantly accelerate’ UK wealth firm’s current growth plans
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Saltus acquires Hertfordshire IFA as founder retires
Deal adds £160m in AUM
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Saltus’ financial planning arm moves to independent status
Firm says decision to go independent is ‘markedly different from the general direction of the industry’
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saltus to acquire mercater
Independent discretionary firm Saltus Fund Management has unveiled plans to buy Mercater Capital Management in its second acquisition of the year.
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saltus launches new pricing
Saltus is the latest wealth management firm to take advantage of the Retail Distribution Review by launching a new rate card for intermediaries using its discretionary fund management (DFM) portfolios.
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saltus global eq fof for discretionary proposition
Saltus Partners has added a global equity fund of funds to the discretionary management service available to intermediaries looking to outsource their investment capability.