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Finitor Wealth says acquisitions push AUM to over £1.1bn
WEBAug 23, 2022 · It says these two acquisitions bring Finitor Wealth’s AUA to over £1.1bn. Ascent Financial Consulting is a three person adviser firm based out of Leamington Spa that will bring in £190m of ...
SJP acquires Technical Connection - Money Marketing
WEBNatalie Holt 26 April 2016. St James’s Place has acquired technical support services firm Technical Connection for an undisclosed sum, Money Marketing can reveal. Technical Connection provides ...
Royal London changes underwriting limits for high-net-worth …
WEBApr 8, 2024 · Mutual insurer Royal London has introduced changes to its underwriting limits for high-net-worth clients. The firm said the changes, available from today (8 April), focus on enhancing the ...
The intricacies of the old and new state pension systems
WEBJun 28, 2018 · There are a number of key differences between the two systems, chiefly: The maximum payment for the new state pension is currently set at £164.35 per week as opposed to £125.90 for the old basic ...
Chancellor halves CGT allowance to £6,000 from April 2023
WEBNov 17, 2022 · Chancellor Jeremy Hunt has decided to reduce the capital gains tax allowance (CGT). It will be reduced from £12,300 to £6,000 from April 2023 and £3,000 from April 2024. Hunt announced this ...
providers have got it so very wrong - Money Marketing
WEBBruce Moss 15 July 2022. While investment pathways are primarily aimed at customers going into drawdown on a non-advised basis, there is also a requirement for financial advisers to take them into ...
Events - Money Marketing
WEBMoney Marketing events are the industry's premier series, shaping the future of finance. Our diverse formats cater to your needs, empowering individuals and organisations worldwide to tackle ...
Old Mutual Wealth platform rebrands to Quilter - Money Marketing
WEBJun 14, 2021 · The rebranding is a result of Quilter plc separating from Old Mutual plc in June 2018 and listing on the London and Johannesburg stock exchanges. The Quilter investment platform, which has been ...
Which firms have the best wealth managers? - Money Marketing
WEBFeb 24, 2017 · Analysts argue wealth managers are much better positioned than pure. asset managers when it comes to profits and flows. McGinnis says gross outflows for wealth managers such as Rathbones, Brooks ...