Fraudster found guilty of £70m Ponzi-style investment scam
Victims were offered returns of 60% per year
Author: Robbie Lawther
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Just 23% of IFAs offer DB pension transfer advice
‘It’s hard to predict what the position will be five years from now’
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Life and pensions consolidator eyes UK acquisitions
As it partners with financial services software and tech provider SS&C
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Rothschild creates private markets operation for wealth unit
It aims to roll out offering across its key regions
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UK wealth manager snaps up Sipp firm
As the company looks to expand its offering
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US in the news: Banking group names head of wealth management
A round-up of people moves and M&A deals across North America
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Global wealth firm sets up expat LTA advice service
Removing the lifetime allowance cap has ‘significant repercussions for those saving towards retirement’
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Walter Jopp named CEO at UAE insurance company
He was previously chief executive of Middle East at Zurich International Life
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UK regulator issues warning to three DFM senior managers
FCA says they were allegedly involved in a ‘coordinated arrangement’ which led to ‘customers suffering financially’
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Sony eyes listing of financial services operation
It could take place within the next two-to-three years
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Why wealth firms should make mental health a priority
‘No one should struggle alone with their mental health’
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PEOPLE MOVES: Ardevora AM, CII, Evelyn Partners
Investment firm appoints CEO, as professional body names interim vice president for local institutes