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
Hires Wellington Management
Subject to regulatory approval
Annual Defaqto survey
53 wealth managers interviewed
'Vast majority' of providers 'strongly disagreed'
Will be rebranded following Aberdeen merger
Deal adds £34m AUI
Attracting clients outside of the traditional wealth audience is exceptionally difficult.
Follows September 2017 acquisition
Number of offers
Firm runs six model portfolios
Global ageing the most dramatic demographic change facing the world today