Full acquisition planned after integration period
Next up - final four regional Adviser Firm categories
Tenet Group regulatory director Gill Davidson is to join Old Mutual Wealth's adviser network Intrinsic where, as chief risk officer, she will be responsible for overseeing the network's risk and compliance strategy.
First up - four regional Adviser Firm categories
Previously head of relationship management
CEO Harrison to chair board
Deal completed using 'DBO' model
Greyfriars AM also reviewing DFM business
Retirement plan main driver, finds Investec W&I