UBS revamps management team ahead of Credit Suisse merger
As the wealth manager sets out its post-deal operation model
Industry
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Abu Dhabi Global Market expands footprint
Following increased demand from international companies looking to set up in the UAE
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Copia Capital launches decumulation portfolios
Range designed to help advisers comply with Consumer Duty rules
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US in the news: Pathstone buys Texas-based wealth firm
A round-up of people moves and M&A deals across North America
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Investors lose appeal over film tax avoidance scheme
Promoters ‘will take every step to limit their liabilities should things not pan out as expected’
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PEOPLE MOVES: Canaccord Genuity WM, Evelyn Partners, Rockpool Capital
Wealth manager bolsters Isle of Man office, as financial services group expands Bristol financial planning team
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How AI can be a useful tool for financial advice businesses
Platform says it has been ‘quietly developing and strengthening’ machine learning
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AI wealthtech platform raises $12m
Funding will be used to bolster its wealth management tools
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UK financial watchdog to overhaul whistleblowing process
FCA says it ‘needs the intelligence’ they provide
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Liontrust agrees to buy Gam for an ‘extraordinarily cheap’ £96m
Proposed takeover will create a business with £53bn AuMA
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Digital advice firm wants to become IFA consolidator
Following a change in majority shareholders
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Should US taxpayers living in the UK use ISAs?
There are ‘many challenges’ for Americans