PEOPLE MOVES: InvestCloud, Eastspring, Kingswood
CEO leaves global wealthtech firm, as asset manager names interim chief executive
Author: Robbie Lawther
-
-
IFA group sets up adviser academy
Firm wants the profession ‘to appeal to a wide audience’
-
62% of Brits worried high inflation will impact ability to pass on wealth
Funds may be used instead to pay for social care costs
-
HMRC ordered to close 20-year enquiry into Guernsey trust transfer
Decision will be ‘welcomed by taxpayers and their advisers’
-
Should advice firms expect a rise in digital nomad clients?
Many countries have visas in place to let expats work remotely
-
75% of Brits don’t know how much is in their pension pot
Standard Life says it is a ‘worrying’ statistic
-
UK investment advice firm under investigation
Lifeboat scheme received claims in relation to the company’s role ‘in arranging customers’ investments’
-
Jersey investment manager sets up UK operation
Firm hires a former Quilter Cheviot executive director to run the business
-
Redmill Advance buys financial adviser training provider
It is the company’s first acquisition of 2023
-
Aisa Int’l teams up with LGT WM to launch sustainable model portfolios
They will address European investors’ desire to invest in and support environmentally and socially responsible businesses
-
US in the news: The Mather Group names CCO
A round-up of people moves and M&A deals across North America
-
Five arrested over €89m fraudulent online investment platform
European authorities say there have been at least 33,000 victims of the scheme