Fiducia eyes move to family office model

clock

Fee-based adviser Fiducia Wealth Management is to align with a number of professional services firms next year as it eyes a family office model that will be "indispensable" to clients.

The company is looking to work with accountants, lawyers and tax advisers so its clients can see specialists depending on their requirements. "We're adopting the family office concept," said head of wealth management Simon Bonnett. "We believe that, if a financial planner is to survive, they should really consider that." "We'll be making ourselves fairly indispensable to a client because we'll provide a professional to suit the client's every need." Bonnett said that, historically, financial advisers have typically focused on more-traditional aspects of financial planning, such as ...

To continue reading this article...

Join Professional Adviser for free

  • Unlimited access to real-time news, industry insights and market intelligence
  • Stay ahead of the curve with spotlights on emerging trends and technologies
  • Receive breaking news stories straight to your inbox in the daily newsletters
  • Make smart business decisions with the latest developments in regulation, investing retirement and protection
  • Members-only access to the editor’s weekly Friday commentary
  • Be the first to hear about our events and awards programmes

Join

 

Already a Professional Adviser member?

Login

More on Your profession

March 2024: Month in review with deputy editor Jenna Brown

March 2024: Month in review with deputy editor Jenna Brown

Take a look at some of the news and feature highlights of the last month

Jenna Brown
clock 28 March 2024 • 5 min read
Wren Sterling adds £265m in client assets in latest deal

Wren Sterling adds £265m in client assets in latest deal

First advisory firm purchase of 2024 for national financial planner

Jenna Brown
clock 28 March 2024 • 1 min read
Consumer Duty Alliance looks to attract advice industry talent

Consumer Duty Alliance looks to attract advice industry talent

New Talent Alliance will be chaired by M&G Wealth Advice MD Tom Hegarty

Isabel Baxter
clock 27 March 2024 • 2 min read