Makes first investment into one of its partner firms
Powered by SS&C Technologies Holdings
Succeeds current investor Sovereign Capital Partners
UK expected to remain a financial hub
Expects to onboard maximum of four partners per year
Most believe personalised digital financial advice will become the norm
Alasdair Walker talks to PA about the PFS’ ‘slow death’
‘Demonstrates commitment to highest levels of professionalism’
Wealth manager launches suite of retirement strategies
August Equity backs vertically integrated financial adviser