National wealth manager Attivo group has acquired three more IFAs as part of its mission to achieve £1bn of funds under management (FUM) by end of 2017.
Attivo bought Worthing-based Lord & Company,Totnes-based South West Investment Consultants and an unnamed Burton-on-Trent IFA, bringing with them 560 active clients. The group plans to acquire a total...
Feasibility study due
'Let’s be bold enough to demand change'
Joint life second death option added to relieve tax burden on couples gifting assets
Backed by Schroders, LGIM and the IA
New system for funds without without three-year track record