Schroders advice subsidiary buys UK financial planning firm
Deal adds £755m in AuA
Industry
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Eight tax mistakes made by Brits retiring abroad
Blevins Franks discusses taxation issues around residency, pensions and inheritance
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International wealth manager opens office in DIFC
It will focus on serving high net worth individuals, single family offices and EAMs
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£325m class action launched against international life insurers
Investors involved are reportedly mainly retirees or near pension age
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£60m fall in FSCS compensation costs for LDII class
Lifeboat scheme said this was due to reduction in redress over Sipp products
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Allfunds rolls out private assets investment platform
Wealthtech company launched a dedicated team to help distributors access the asset class earlier this year
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Networks are the ‘future’ of the financial advice industry
As Consumer Duty will place significant pressure on smaller firms
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Man charged with fraud over £1.3m unauthorised investment scheme
He will appear at Southwark Crown Court on 15 August 2023 for a plea and trial preparation hearing
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UK watchdog launches inquiry into Nucleus/Curtis Banks deal
It wants comments on the transaction from any interested party by 2 August
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CFA Institute signs partnership deal with DIFC Academy
In a bid to upskill investment management professionals across the Middle East
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M&G Investments expands to Taiwan
Company has had a presence in Apac since 2006
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GAM investors aim to scupper Liontrust takeover bid with rival offer
Offer at a 29.1% premium to the fund manager’s proposal