UAE financial adviser reputation on the rise
‘Greater transparency and tighter regulations’ highlighted as reasons for improved public opinion
Industry
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Financial services provider sets up UAE office
Company will have an operation located in the Dubai International Financial Centre
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Jersey Finance launches Singapore operation
Hub will help expand its reach across south east Asia
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Advice platform bags $3.5m in funding round
Funds will help the company continue its expansion across the US
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Financial planning firm bolsters private client arm with acquisition
Deal will expand the company’s offering across the south west of England
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How best can product transparency benefit investors?
Advisers insights about the way providers should approach their clients is ‘particularly valuable’
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Life insurer to roll out income protection product
It will be made available to advisers
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Duo arrested in Ponzi investment scam investigation
Multiple victims across the UK have reported losing varying sums of money
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Novia Financial co-founder sets up advice company
It will target ‘lower-value’ clients with less complex needs
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Schroders subsidiary buys Northern Ireland-based IFA firm
Deal is the company’s second acquisition in the country
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HMRC opened 25 tax fraud investigations into HNWs in 2022
UK government ‘is likely to continue to invest in this high-end form of tax enforcement’
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Potential expats worry about finding the ‘right financial services’
As 51% say nobody has helped them feel financially prepared to relocate