Luxembourg-based private bank sold to global financial group
Acquired company has around €500m in client assets
Industry
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How will the Windsor Framework affect the financial services industry?
It is the era of a ‘more friendly EU-UK paradigm’
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PEOPLE MOVES: FCA, HSBC Global Private Banking, Fairway Group
UK regulator names joint executive directors of enforcement and market oversight
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Women face ‘significant’ barriers to enter wealth industry
Firms told they ‘need to challenge existing cultures and overcome gender biases in recruitment practices’
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Ex-HSBC private banking duo launch advice firm
Company has joined the Quilter Financial Planning network as an appointed representative
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57% of HNW Brits not comfortable talking money with next gen
But an overwhelming majority plan to pass down their wealth to their children
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UK retirees suffer £300m state pension shortfall
DWP identified nearly 47,000 instances where it underpaid pensioners since January 2021
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How long-term high inflation impacts investors’ portfolios
Economic indicators and structural shifts suggest investors should prepare for this issue
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Advice business declared in default
UK lifeboat scheme has received one claim against the company related to pension transfers
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Maximum ombudsman compensation limit to rise to £415,000
Changes to start on 1 April
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Quilter revamps financial adviser school qualifications
As head of the academy exits
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IFA company hit with regulatory restrictions
Watchdog said it failed to ‘engage with the FCA in an open and cooperative way’