Global fintech firm unveils private markets wealth hub
IFAs will have access to a range of funds around private equity, private credit, real estate and venture capital
Industry
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UK investment services firm rolls out API tool for advisers
To allow them to integrate the software they use with its platform
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PFS directors resign over ongoing CII dispute
Chartered Insurance Institute accused of ‘bullying and intimidation’
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IFA group makes four acquisitions
Deals add £310m in assets under management
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Portugal set to u-turn on golden visa axe?
Country announced several months ago it was scrapping the scheme
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HMRC rakes in £1.2bn from IHT receipts in two months
13% more than in the same period last year
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Just 1% of completed pension transfers had red or amber flags
DWP review also finds ‘overseas investment amber flag needs to be more clearly defined or removed’
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Digital private wealth management platform launches in the UAE
Offering access to thematic and private investments
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What advisers need to know about the Luxembourg life industry
Its financial sector has ‘never stood still’
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Private banking group unveils Manchester office
It also has operations in London, Bournemouth, Glasgow and Edinburgh
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Tech firms join forces to bolster adviser offering
IFAs ‘need to be available on the channel of the client’s choice to build long-term relationships’
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1,300 firms sent survey by FCA on retirement income advice
Regulator hopes that findings provide an indication of how companies are implementing the Consumer Duty