05/24/2019

Lighthouse and Quilter advisers look to exit

The £46.2m deal will see the formation of an advice giant as big as rival St James's Place as Lighthouse's 400 advisers join Quilter's network Intrinsic, bringing total adviser numbers in the business to 3,900.

05/21/2019

The Next Big Thing

This influences investment as most equity portions of portfolios are significantly exposed to western businesses.

05/20/2019

Foster Denovo buys wealth manager

The move follows Foster Denovo’s acquisition of Kent firm Orchard Wealth Cultivation in February, when the firm announced its growth strategy, with more deals expected in 2019.

05/17/2019

Trusts will keep the assets in the family

There are many different kinds of trust to choose from; according to HMRC, these include bare trusts, interest in possession trusts, accumulation trusts, mixed trusts, settlor-interested trusts, discretionary trusts and non-resident trusts - and different