PEOPLE MOVES: FSCS, Quilter, Canaccord
Management business appoints co-chief investment officers as another firm hires interim chief executive
Industry
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Advisers must consider property wealth in light of Consumer Duty
As statistics show more UK personal wealth is accumulated in property than anything else outside private pensions
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IHT receipts reach £3.9bn
A £400m increase from the same period last year
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House of Lords to investigate relationship between regulators and government
Following recent scrutiny of regulators including the FCA
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Worthstone partners with Collidr on sustainable MPS portfolios
Who will apply behavioural research and AI technology to screen and select suitable funds
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67% of women aged 41-55 believe they will never retire
As 41% of Brits say finances are impacting their mental wellbeing
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Julius Baer opens new office with three new hires
All three hires have joined from UBS
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Just 27% of NHR wealthy expats in Portugal prepared for financial future beyond 10 years
As the government prepares to scrap the NHR tax regime next year
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State Pensions on track for second-largest ever Triple Lock increase
As inflation holds at 6.7%
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Three firms declared in default
With claims being made in relation to investment advice and life insurance
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Boutique wealth manager opens Asian wealth-advisory practice
Comprising of a team of multilingual financial advisers
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St James’s Place to overhaul charging structures amid ‘robust’ quarterly results
Changes will reduce the firm’s underlying cash result ‘over the next few years’