Investment trust buys minority stake in UK wealth manager
In a bid to ‘support and accelerate the growth of the business’
Industry
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EU watchdogs eye changes to Sustainable Finance Disclosure Regulation
Comments wanted by 4 July 2023
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Regulator authorises first CDC scheme in UK
Standard Life says it welcomes collective defined contribution ‘being part of the pensions saving toolkit’
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Knight Frank expands private office business to Hong Kong
It now has five dedicated teams across the world
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HMRC wins case against IHT avoidance scheme
Advisers should take specialist tax advice, warns trust and estate planning expert
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Five benefits of private medical insurance
It can complement the services offered by the NHS
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Brooks Macdonald nets £400m inflow as assets climb to £16.8bn
Q3 update reveals eighth successive quarter of positive net flows
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FSCS investigating two British Steel advice firms
One of the companies was requested by the FCA to stop making ‘misleading’ redress offers to ex-BSPS members
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Private banking group sets up French Nexus operation
To serve clients that have a financial interest in both the UK and France
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PEOPLE MOVES: St James’s Place, Boston MFO, Nucleus
Wealth manager poaches LGIM head of multi-asset funds, as family office makes c-suite changes
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FNZ partners with digital bank to launch UK investment platform
In a bid to make wealth management more accessible to Brits
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Aussie advice firm sets up retirement planning service
It is ‘common to put off making’ investment and financial decisions