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Are you in? movement calls for change


Are you in? This is what Addidi’s Anna Sofat has asked of the wealth industry, urging an industry ‘dogged by problems’ to join the movement and pledge to do better going forward. Read our report from the ‘Are you in?’ movement’s first wealth conference.

Law firm Druces has continued on the acquisition trail with its latest merger with Sykes Anderson Perry, which brings in GBP1.6 million in additional fee income for the firm’s private client and real estate practices. Consolidation is a big wealth story and watch out for our interview with the firm in coming weeks, detailing their path to expansion.

In other news, digitisation is on everyone’s lips and fintech firm Nucoro warns that over GBP20 billion of high net worth individuals’ investable wealth could be passed on to their loved ones every year, but missed out on by wealth advisers who have no relationship with the heirs. Digitisation is the key, they say.

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Beverly Chandler
Managing Editor, Wealth Adviser

Companies in this issue

Addidi Wealth
AgioFunds TFI
Beyond Investing
FE Global Fund Registration
JP Morgan
Legal & General
The Royal Mint
Sykes Anderson Perry

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