United Kingdom
Editorial writing on United Kingdom from The Family Office Almanac.
Britain's third-largest taxpayer is reported to be moving to Athens
Bloomberg reported on 8 September 2026 that Chris Rokos is preparing to shift his tax residency to Greece. One departure proves nothing about a wealth exodus, but the mechanics of the move are worth reading closely.
Ortega's family office bought 86 London flats for £150m. Nobody noticed for six months.
Pontegadea's first UK rented residential purchase surfaced in Companies House filings in August, half a year after it completed. The disclosure lag matters as much as the deal.
EFG sells its Midlands business to Canaccord and puts its UK arm on HNW and UHNW clients only
Canaccord Wealth has agreed to acquire the front office teams and client assets of EFG Harris Allday, a 175-year-old Midlands wealth manager with £3.1 billion under management. EFG says its UK region will now serve high and ultra-high net worth clients.
BKL buys music accountancy firm Dales Evans, its fifth deal since taking private equity money
London advisory firm BKL has acquired Dales Evans, a specialist music, media and entertainment accountancy practice. It is BKL's fifth acquisition since CBPE invested in 2023, and another boutique adviser absorbed into a backed consolidator.
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