'The stress and hassle of running a business has been taken off my hands'
‘Putting the client first in everything we do’
'Integrations take time and effort on all sides'
'M&A is reshaping UK wealth management at an unprecedented pace'
‘We are heading towards a non-independent industry’
Making technology work better
Updated DBO model to ‘support increased valuations’
Mattioli Woods and Kingswood main one to watch