London-headquartered investment firm unveils Cayman Islands offering
Following demand for its services in the region
Industry
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PEOPLE MOVES: STM, Endowus, Credit Suisse
Financial services group names head of business development, as digital wealth manager makes c-suite change
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Brits forced out of retirement by cost-of-living-crisis
Advisers should be thinking differently about how to invest money for clients
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Titan AM sets up international MPS on Novia Global platform
As the DFM looks to partner with IFAs both within the UK and offshore
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Advice company buys UK wealth firm
This is the group’s sixth acquisition in the last 18 months
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Are VCTs a useful tool for advisers?
They have been labelled the ‘next sensible step in tax management’
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Six ways IFAs can improve financial education for clients
Teaching next generations is imperative to the future of the industry
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Aussie life insurer sells advice business
Acquirer says deal helps it become a ‘major player’ in the wealth market
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Modernising the lasting power of attorney process
Changes will be a ‘positive step’ towards improving the process of making and registering LPAs
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Global wealthtech firm gets $43m investment
Company plans to use the funding to accelerate its growth through market expansion
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Wealth manager unveils regional hub in York
Operation will be headed up by a former UBS WM executive director
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PE-backed IFA group buys UK financial planning firm
It is the company’s second deal of 2023