DFM and financial planner form £350m UK wealth group
Newly created firm is ‘poised’ for acquisitions, as well as senior hires
Regions
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Praemium eyes expansion of Fatca-compliant offering
Many firms and financial institutions have been turning US citizens away due to reporting burden
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FSCS pays out £6m over offshore property assets
Financial advice firm linked to British Steel scandal was involved along with 18 others
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UK insurer to sell life and pension arm
Firm already disposed of its general insurance business through a joint venture in 2017
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South Africa regulator bans investment firm directors
After the watchdog withdrew the company’s licence over breach of suitability requirements
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Standard Chartered Guernsey trust business liquidated
As regulator fines company £140,000 for ‘historical failures’
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How to construct an international divorce
Without messing up tax and succession arrangements
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US in the news: UK firm acquires investment management business
A round-up of people moves and M&A deals across North America
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What questions should advisers ask their network?
Impact of recent regulations and Brexit are going to change the rules of the game
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PEOPLE MOVES: Guardian Wealth, Franklin Templeton, James Hay
Wealth manager hires Woodbrook Group’s former COO, as investment giant names executive vice president
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Generali to pay CHF245m in compensation over M&A deal
Sold Swiss private bank was shut down in Singapore but insurer denies any liability or wrongdoing
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Swiss private bank has Cayman Islands licence revoked
Regulator says it failed to appoint appropriate directors and meet AML protocols