FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Merger of equals was announced in March
Tim Tookey joins board
Swapped out diploma awards
Firm takes on a minority stake in North West-based company
Hires to be advisers' first point of contact
Focus on HNW clients in London
Axa makes management changes
Met with McDermott in May
Dashboard will be implemented by 2019
Predicts slower long-term growth
02 June 2016
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1 min read
