Private markets investment firm sets up wealth arm
It will be led by an ex-UBS managing director
Industry
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Inheritance tax regime must move with the times
IHT needs to be ‘addressed urgently in order to prevent further damage being done’
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UAE watchdog seeks views on family office regulation shake-up
Consultation ends on 24 March 2023
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‘Extremely difficult’ DIY platforms ‘refuse to deal’ with advisers
As do-it-yourself investment accounts hit all time high of 9.54 million
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DB transfer values stable after 37% slump last year
93% of cases raised at least one scam warning flag in January
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Fidelity receives nod to launch China retail fund
Following in the footsteps of Neuberger Berman
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PEOPLE MOVES: Sycomore AM, Credit Suisse, IQ-EQ
Asset manager names CEO, as bank bolsters Singapore operation
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Brooks Macdonald joins forces with Intelliflo
To bolster its advice tech offering
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Ascot Lloyd-linked advice firm fails
FSCS has received claims about the business as well as two other companies declared in default
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IFA firms forced to withdraw ‘misleading’ offers to ex-BSPS members
FCA says it ‘will not tolerate this behaviour’ and ‘will take further action’
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IFA group makes ‘largest acquisition to date’
It is the firm’s seventh deal since its launch in 2021
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Investment platform gets UAE licence
In a bid to ‘disrupt the structured products industry’