Joined the firm in 2007
Mergers and acquisitions among wealth management firms, especially those with less than £5bn in AUM, are set to increase and could even beat the record number of transactions witnessed in 2015, as a tougher regulatory backdrop and Brexit uncertainty exert...
M&G and Aberdeen top the table
Impacted by costs of Vision acquisition
Driven by discretionary business
As firm reports 'record' inflows for Q2
Early stage investor in the company
Two new recruits from Hargreaves