Isle of Man-headquartered wealth manager merges with trust firm
To ‘form a stronger and more expert financial services team’
Industry
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Financial advice company declared in default
FSCS has received eight claims about unsuitable pension advice
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Newly-launched financial planning firm makes first acquisition
Adding around £45m in assets under management
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FCA launches cinema ad to highlight dangers of ‘hype-driven’ investments
It will be shown before film about GameStop scandal
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Will more UK firms enter the UAE wealth market?
Country is becoming more appealing to expats
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UK-based model portfolio service provider raises £10m
Backers include a private equity firm and a former Interactive Investor CEO
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What advisers need to know about the statutory residence test
A recent HMRC case has shown the UK taxman will ‘instigate intensive enquiries where exceptional circumstances are claimed’
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South African regulator withdraws licence of asset manager
After it found the firm had ‘significant compliance deficiencies’
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Defaqto launches product and platform switching tool
To help advisers ensure their clients’ investments provide fair value
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FCA bids to boost diversity and inclusion in financial services
As it also sets out rules to prevent bullying and sexual harassment in the industry
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Aviva buys UK protection business for £460m
Deal expected to complete in the first half of 2024
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PFS and CII launch ESG course for advisers
It will count for 12 hours of CPD