Copia Capital unveils Consumer Duty toolkit for advisers
It teamed up with the Lang Cat to help firms implement the regulation
Latest news
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FNZ buys Luxembourg-based fund platform
To bolster its international wealth proposition
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Evelyn Partners buys tax advice firm
In a bid to expand its footprint in the north of England
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Wealth platform inks alternatives partnership with Amundi
Offering will be available to investors in Hong Kong and Singapore
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Investment management firm opens in France to serve US expats
‘If an American buys European financial products, they are penalised by the IRS,’ founder says
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PEOPLE MOVES: Brooks Macdonald, Sigma, Tenet&You
Chairman leaves investment manager, while UAE wealth firm names managing partner
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Menopause support for women lacking in financial services
Some feel this is caused by ageism and gender discrimination
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Unauthorised investment firm and director sued
FCA wants to recover £2.8m that was taken ‘unlawfully’ from retail investors
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PE-backed wealth manager takes minority stake in IFA firm
It is the first of many such deals the two-year-old company has planned
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Cigna to set up Saudi Arabia office
It is the first foreign insurer to be granted a licence
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Morgan Stanley gets full ownership of Chinese JV
It plans to tap into the growing demand for wealth management and financial advice
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£2.7m investment fraudster jailed
Scammer targeted and cold-called at least 175 victims