thewealthnet

The true cost of Rathbones’ latest financial advice and wealth planning acquisition

Ian Orton, 09/07/2021

The financial metrics associated with specialist wealth planning firms have always tended to be overlooked on thewealthnet, possibly because of its original focus on private client discretionary asset management.

But as wealth and financial planning moves closer to the wealth management mainstream this will almost certainly change, especially if merger and acquisition activity in this market segment increases.

If London-based Saunderson House, which Rathbo...


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