PEOPLE MOVES: Blacktower, Platform One, M&G Wealth
Advice company names joint managing director, as platform hires COO
Author: Alina Khan
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UK-based private equity firm sets up family office
To provide HNWs with a more ‘strategic approach’ to their investment and taxation strategies
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UK government slammed over its short-term approach to pensions
Steve Webb bemoaned the lack of long life spans of pension ministers
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Seccl rolls out drawdown Sipp
It is currently only available on an advised basis
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Brooks Macdonald promotes Matthew Wintour to head of int’l distribution
This is a newly created role at the wealth manager
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IFA banned over ‘unsuitable’ DB pension transfer advice
He has been told to pay £850,000 to the FSCS to compensate customers
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Financial planning group snaps up London-based advice firm
Acquirer now has over £2bn in AuM/A
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Global health insurance solutions provider opens London office
Following the firm’s expansion into Germany and Dubai in 2022
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96% of UK-based wealth managers expect fine wine investing to increase
It is the leading ‘passion asset’ ahead of watches and luxury handbags
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International law firm opens Singapore office
Further expanding its presence in southeast Asia
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UK wealth manager buys Essex-based financial advice firm
It is the company’s sixth acquisition since 2019
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One-in-five HNW Brits sacrificing financial stability to help their children
22% have reduced their pension contributions