Edward Twigger

London

Senior Associate at Farrer & Co

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Articles

FCA’s portfolio letter sets out expectations for financial advisers and investment intermediaries and other updates for asset managers

Dec 12, 2024 | farrer.co.uk | Grania Baird |Edward Twigger

Financial Institutions 360 – Q3 2024: Asset Management updateRead other sections of this edition of the Financial Institutions 360:Regulatory updateConsumer credit and mortgages updateEnforcement and litigation case updatesPortfolio letter to SIPP OperatorsOn 4 November 2024 the FCA published a portfolio letter to SIPP Operators, setting out its key focus areas for the next year.
Wealth management M&A: strategies for retention of talent

Aug 6, 2024 | farrer.co.uk | Jonathan Haley |Anthony P. Turner |Simon Ward |Charlie Court |Edward Twigger

Farrer & Co’s wealth management M&A practice regularly acts on exits and acquisitions of wealth management and financial advisory businesses, repeatedly encountering similar issues around planning. The age profile of the financial advisory profession is heavily weighted towards those in the latter stages of their career. FCA data provided to FT Adviser [1] showed that the most common age range for UK financial advisers is 50-59, with many of these planning to retire in the coming decade.

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