Rise to come in next month
£120m assets under advice
Too much fragmentation in wealth management
30th office nationwide
Partner Insight: For many investors, bonds represent only a 'safe haven' or 'low yielding' type of investment. But not all bonds represent safety, and there are many types of bonds that are able to provide a steady or high yield in all sorts of interest...
Up 18.7% over the year
Strong discretionary funds inflows
Discretionary service performed well
'He has done more than people expected'
Based in the south west
Partner Insight: The dangers of having too much debt in the economy are many, and as global debt hits a trillion-dollar high there are fears we could heading for a repeat of the global financial crisis.
Pre-tax profits up 15% to £46.1m
Custom-made or off-the-shelf?
Less feel financial firms 'honest and transparent'
Expect higher use of AI over next five years
Caetano re-joining firm
Asset management revenue up to £7m
Turning to alternative investments
Previously owned by European private equity investor
Six funds in range