SEI

'While this policy alters the landscape, it arguably represents an adjustment rather than a fundamental reform'

'For advisers, the opportunity lies in preparation'

Francis Clark Financial Planning set up a white-label managed portfolio service for their clients, but as the effects of COVID-19 played out and markets stagnated, they realised they needed a change. Managing Director Chris Reah explains how they found the right solution.

'M&A is reshaping UK wealth management at an unprecedented pace'

'The industry faces a radical shift in generational expectations'

Continued appetite and momentum in M&A space

To manage its ‘Pegasus’ MPS range

‘Hyper-personalisation and fintech disruptors are reshaping financial advice’

SEI restricted from launching products and onboarding institutional clients

Stephen Harper leads the business as CEO