Changing of the guard
Robbie Lawther is promoted to editor of International Adviser, as Kirsten Hastings takes her leave
Author: Kirsten Hastings
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Progeny to acquire financial planning firm Gibbs Denley
A deal which will take AuM to more than £7.5bn
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Kingswood and Stonehage Fleming deals get over the line
As private equity firm get regulatory nod to take majority stake in Boston Multi Family Office
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Vanguard to shutter financial planning service
It was launched in April 2021 at the cost of 0.79% per annum
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US private equity firm takes majority stake in Titan Wealth
Marking its first platform investment in the UK
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International Adviser and sister titles sold to the Mark Allen Group in £6.5m deal
The acquisition includes the Asia business but not US-based InvestmentNews
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More firms found to have misled British Steel workers about redress
Four bad apples trying to avoid paying appropriate compensation for unsuitable advice turn out to be at least 15
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Liontrust to rebrand multi-asset funds
As it appoints Hymans Robertson and Defaqto to oversee allocation and risk profiling
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Dynamic Planner teams up with Quilter Financial Planning
Which will support advisers in meeting Consumer Duty requirements
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CII to pilot new financial planning test format
Amid simmering tensions with the PFS as members look to jump ship to rival professional bodies
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UAE regulator suspends foreign investment fund renewals
SCA’s sudden shift applies to public offerings only – private ones are not affected
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RBC Wealth Management to exit Guernsey
The full closure could take up to two years