A shift from acquisition strategy to integration capability

Results posted a year since Söderberg & Partners-backing

Payouts to 34,000 estates

Said the move marked ‘the right moment for a transition’

Deal to create £17.5bn AUMA business

Kapwealth is no longer trading

Launches Pennee and adds third-party DFMs to platform

Played a ‘significant role in supporting industry standards’

To cover stamp duty, National Insurance, IHT and CGT

Letter sent to interim CEO Jim Harra by The Family Building Society