UK advice company buys financial planning business
Managing director of acquired firm will move into a relationship management role
Industry
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PEOPLE MOVES: Swiss Life, LGT, Investec W&I
Insurer names chief executive of international, as banking group appoints CEO of Switzerland
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International expat advice company hits £1bn AuM
As it appoints SimplyBiz group compliance director as NED
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More than 70 arrested over alleged global investment fraud
‘Criminal group has left a path of destruction and financial ruin’
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Pension dashboards ‘at risk of being mothballed’
As DWP announces programme will be delayed and ‘reset’
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Are digital assets a diversifier or a danger zone?
They ‘won’t be going away anytime soon’
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Assetco targets US distribution and beyond
Wealth manager has partnered with Investcloud to take it products and strategies global
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Investment company withdraws €5.5bn offer for wealthtech firm
Proposal was seen as ‘inadequate’
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Vanguard to shutter financial planning service
It was launched in April 2021 at the cost of 0.79% per annum
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Ailo names Simon Willoughby as proposition executive
As the international trade association begins ‘to roll out some exciting plans’
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Holborn Assets sets up shop in the DIFC
Licence will ‘serve as the platform for our next phase of growth’
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IFGL completes acquisition of Sovereign Pension Services
RL360 and Friends Provident International parent company says there is a gap in the Sipp market