PEOPLE MOVES: Hargreaves Lansdown, EFG, Shard Capital
Investment giant names CEO, as financial services group bolsters Dubai operation
Industry
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UHNWs want to ‘lead the way’ in fight against global challenges
Smart agriculture, clean water and poverty alleviation are biggest opportunities for change
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Trio banned over £44m pension transfer mis-selling scandal
Victims had their funds placed into high-risk investments based in Mauritius
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Pimfa bids to tackle lack of diversity in advice sector
Its campaign aims to ‘dispel negative perceptions’ around the industry
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IFA group inks fourth acquisition of the year
As it names CIO to oversee its discretionary fund management arm
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Qatar regulator bans and fines trust firm director
Business was handed a £6.8m financial penalty in 2018
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10 UK advice firms failed between October and November 2022
Clients who are owed money have been urged to get in touch with the lifeboat scheme
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Robinhood boosts retirement savings offering
In a bid to help US investors build up a sufficient pot for later life
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Fidelity to increase equities exposure next year
As US and Europe hint at end of rate hikes
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Markets put hard brakes on MPS asset growth
‘Financial advisers and clients are postponing portfolio changes due to volatility’
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PEOPLE MOVES: LGT, Julius Baer, Deutsche Bank
Wealth group makes c-suite change, while Swiss firm names head of Guernsey
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Fairstone acquires financial planning company
Deal adds over 1,300 clients and more than £170m in funds under management