PEOPLE MOVES: Julius Baer, Titan Wealth, Brooks Macdonald
Private bank bolsters Dubai operation, as DFM hires head of sales
Industry
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IFA consolidator sets up investment management arm
It will be ‘radically different from traditional DFMs’
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How IFA firms can be successful in 2023
Start business succession planning is one of the many key tips for companies
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The rise of Sharia investing in 2022
It still remains ‘underdeveloped and underfunded’
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Tavistock boosts funds for acquisition warchest
Firm admits it is currently engaged in discussions with several M&A targets
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AES under regulatory restrictions in the UK
But the firm’s CEO tells IA they were placed on the business by the FCA on a ‘voluntary basis’
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How advisers can help victims of financial abuse
They are ‘in a prime position to notice evidence of control or exploitation’
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Spanish life consolidator completes acquisition
It plans to bolster its operations across Europe
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Aussie director duo banned
And advice firm gets licence cancelled
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£10m Gibraltar Qrops case gets green light for UK trial
62 investors allege they received ‘unsuitable’ pension transfer advice
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Phoenix Group makes £15m investment in fintech firm
Following £35m funding from Legal & General and Lloyds Banking Group
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Husband and wife duo found guilty of £2.7m investment scam
‘Callous and cruel’ fraud involved cold-calling elderly and inexperienced investors