‘Record flows’ in Q1 2021 for Quilter platform
Firm ‘pleased’ with shareholder feedback and market reaction to sale of international arm
Latest news
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How South African HNW tax unit will impact financial advice
A wealth tax was widely rumoured, but will a taskforce targeting the rich achieve the same goal?
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Shrinking DB transfer market worries advisers
But could a smaller sector be a good thing? Or should pension freedoms just be scrapped altogether?
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Woodford received £975,000 payout months before fund collapse
As his firm swings to £6m loss in what looks set to be its final full-year accounts
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PEOPLE MOVES: Aegon, FOS, Enhance Group
Group chief tech officer steps down from pension provider, while UK ombudsman names interim CEO
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Digital adviser eyes rich Hong Kongers
Stashaway has hired wealth managers to service the HNW segment in the territory
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FCA stops Cyprus firm from selling CFDs to UK investors
It used a ‘variety of inappropriate techniques’ which included misleading promotion of products
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EU opens door to renegotiate Fatca agreements with US
As independent body rules international transfers of data need to comply with GDPR
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Regulator issues second rebuke of FNZ-GBST merger
Deal would ‘substantially reduce competition’ and lead to ‘higher prices or poorer service’ in UK market
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Singapore regulator fines Bank J Safra Sarasin S$1m
Bank failed to establish source of wealth and funds of clients and beneficial owners
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Are recent leverage scandals blips or an emerging trend?
Investors should be cautious but not fearful
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Do Brits who overstay in EU post-Brexit face deportation?
Those lacking a visa and/or residency may be in danger of breaching EU visitor rules