FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS
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Also CISI trustees
'Further hires expected across the business'
Kelemen previously worked at Brown Shipley
Employee owned financial planning business
Combined AuM of $8.7trn
Research from Saltus Wealth Index
Over 6 million UK adults prefer a digital solution
AuM rises 9.2% to £56bn up to September
Joins Net Zero Asset Managers initiative
Could have benefited from IP16
02 November 2021
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1 min read
