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Wealthtime business update and full year results

Key figures for the year ended December 2024:  Wealthtime, the adviser platform business, continues to build assets under administration (AUA) as it sets about transforming the platform to adapt to evolving investor, adviser and regulatory needs, and support ambitious future growth. In its financial results for the year to 31 December 2024, Wealthtime reported a […]

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Quanta Group acquires Craven Street Wealth to broaden wealth management proposition

Quanta Group, a newly formed next-generation financial services group led by Patrick Mill, has confirmed the purchase of leading independent financial planning business Craven Street Wealth. The Group also comprises the Wealthtime and Wealthtime Classic platforms and DFM Copia Capital. Quanta Group’s acquisition of Craven Street Wealth is a statement of its ambition to provide […]

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Use of Centralised Retirement Propositions almost doubles following thematic review, finds Wealthtime and Copia

Research by Wealthtime and Copia Capital reveals an increasing number of financial advisers are changing their retirement propositions following the FCA’s focus on retirement income advice. A survey of financial advisers in January as part of Wealthtime and Copia’s Rethinking Retirement: Changing Gear? report before the publication of the thematic review, revealed that just 17% […]

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