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M&A in the UK’s fractured wealth and financial advisory sector is brisk and one figure with a particular vantage point on the scene is Brian Spence, a consultant helping firms to make sense of what is going on.
June 17, 2013
London & Capital says its recently created immigration investment and wealth planning division has so far captured a sizeable chunk of business from foreigners seeking to tap the new UK visa system for HNW individuals.
May 23, 2013
June 18, 2013
In the active vs passive investment debate, one firm that takes "high conviction" investing very seriously is Polen Capital Management, a firm that has recently launched a fund aimed at European clients.
April 29, 2013
Under the RDR, client-facing individuals are now required to obtain a statement of professional standing (SPS) - effectively a practicing certificate - from an accredited body as evidence that they are meeting the standards. This article asks who is responsible for SPS in practice.
June 11, 2013