SEI

A practical lens for leaders navigating integration

'One of AI's most powerful effects is removing the administrative and coordination burden'

‘Mansion House ambition’

'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