Ex-Continental Wealth clients still waiting for compensation
STM and Momentum Pensions were ordered to pay redress by Maltese arbiter in December
Latest news
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Abrdn targets graduates in adviser training push
To deliver ‘improvements’ that would make ‘a real difference’ to the industry
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Maltese watchdog eyes powers to settle cases with individuals
There is no legal framework for regulator to enter discussions with those under investigation
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PEOPLE MOVES: Deutsche Bank, Wren Sterling, IQ-EQ
Banking group hires Asia CIO, while financial advice firm names CEO
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UK CGT tax bill hits record £13bn
Some entrepreneurs had to pay seven-figure sums from the sale of their businesses
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DL Holdings partners with YT Life
To provide insurance, investment, family office and asset management services to HNW clients
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DFM consolidator Titan Wealth buys Cardale Asset Management
Company acquired Tavistock’s £1bn multi-asset arm in June 2021
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IHT receipts soared to £5bn last year
Savers aim to give around £12bn as a ‘living inheritance’ to children in 2022
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Progeny buys UK financial advice firm
Deal brings its assets under management to over £3bn
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UK wealth manager opens Hampshire office
To provide financial planning services to clients in the south of England
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Call for FCA to give evidence to Treasury over LCF failings
Campaigner Gina Miller accuses regulator of acting ‘illegally and illicitly’
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Data leak hits Credit Suisse clients
Documents suggest that some of its wealthy customers have links to human rights abuses