Odey AM plots rebrand after boss toppled
Crispin Odey’s departure has sparked a shake-up as firms cut ties
Regions
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UK-based financial advice firm fails
As the lifeboat scheme confirms four companies were declared in default between April and May 2023
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Police launch appeal to find jailed £70m Ponzi investment fraudster
He has been handed a 14-year sentence but did not turn up to trial and is reportedly in Turkey or Dubai
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Evelyn Partners snaps up UK wealth manager
Acquisition boosts AuM by £739m
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Singapore advice firm hits $373m AuA after hiring spree
It has recruited seven former advisers at now-defunct AAM Advisory
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UBS completes acquisition of Credit Suisse
Deal offers clients ‘enhanced global offering, broader geographic reach and access to even greater expertise’
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PEOPLE MOVES: Evelyn Partners, Globaleye, M&G
Wealth manager names CEO, as advice group hires director of wealth planning
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UK financial advisers slam platforms over service levels
Servicing is the ‘biggest driver of choice and the biggest source of frustration’
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Pensions dashboards connection deadline delayed until 2026
But DWP says that public may have access before then
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59% of MENA investors plan to move their assets to another firm
Investment performance is the key reason
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Real estate platform buys European digital wealth manager
Acquisition expands the firm’s product range and services
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Advice industry needs to promote family wealth discussions
As 19% of Brits over 60 say they have never spoken to their children about their finances