Schroders cuts multi-asset fees
Global Multi-Asset range will have a maximum cap of 0.22%
Industry
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InvestCloud teams up with fintech firm for Latam wealth platform
Solution will help affluent Latin American savers access US investment markets
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Wealth manager creates Aim IHT managed portfolio service
Following demand from its private client and financial intermediary customers
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Ex-Capital AM financial planner launches advice business
He was also previously at Standard Life
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Wealth manager sets up shop in Dubai
It already has offices in Saudi Arabia and Bahrain
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24% rise in number of inheritance tax payers
Frozen thresholds will lead to more ‘record breaking numbers in the years to come’
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Sipp business rebrands to IFGL Pensions
Operation will remain based in Bromborough
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GBST buys wealth tech firm
Deal is ‘next logical step’ in its growth plan
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US in the news: Fairport Wealth names CEO
A round-up of people moves and M&A deals across North America
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UK financial adviser pleads not guilty to 28 charges of fraud
He allegedly defrauded 17 victims of more than £5m
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Just one-in-10 Brits have a good understanding of cryptocurrencies
But nearly a quarter said they would consider getting into debt to buy them
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FCA concerned about pension transfer referrals from overseas advisers
Watchdog will consider an enforcement investigation where it suspects ‘serious misconduct’