Julius Baer opens new office with three new hires
All three hires have joined from UBS
Author: Fiona Nicolson
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Boutique wealth manager opens Asian wealth-advisory practice
Comprising of a team of multilingual financial advisers
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Advisers proactively asking clients about future care requirements
As 76% of over 45s say they have not thought about care
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Liverpool-based wealth manager enters special administration
Firm’s directors apply for court order
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Charles Stanley announces MPS partnership with Fairstone
Building risk-targeted portfolios for Fairstone’s advisers
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European life insurers expect private assets regulatory reform will boost allocations
Two thirds of an AlphaReal survey said that reform of legislation, including the Solvency II directive, supports greater allocation
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Titan Wealth acquires UK advice firm
Prism has over £630m assets under advice
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FCA issues 146 alerts on first day of new crypto marketing rules
Firms promoting crypto-assets in UK must adhere to new laws
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FCA revokes Irish adviser’s temporary permissions
Business can no longer undertake regulated activity in UK
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Platform One rolls out new software to advice firms in Middle East and Asia
To help eliminate spreadsheets and avoid human error
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International IFA receives Maltese MiFID licence
Enabling it to expand its range of cross-border investment and pension services
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Canada Life completes third deferred-member buy-in
The third buy-in in the space of three months