Professional services business sets up Cayman Islands operation
Firm has an international trust and private client offering
Regions
-
-
AMP hit with A$24m fine for charging deceased customers
Several subsidiaries continued to charge premiums and fees on their super accounts
-
Fraudster found guilty of £70m Ponzi-style investment scam
Victims were offered returns of 60% per year
-
Just 23% of IFAs offer DB pension transfer advice
‘It’s hard to predict what the position will be five years from now’
-
Life and pensions consolidator eyes UK acquisitions
As it partners with financial services software and tech provider SS&C
-
M&G Wealth rolls out PruFund range on platform
Full suite of offerings are now available to advisers
-
Rothschild creates private markets operation for wealth unit
It aims to roll out offering across its key regions
-
UK wealth manager snaps up Sipp firm
As the company looks to expand its offering
-
FCA praised for opening direct bond access to retail investors
This follows the regulator publishing an engagement paper on non-equity securities
-
Third IFA firm reprimanded over unsolicited offers to ex-BSPS members
As FCA sends ‘Dear CEO’ letter about companies using online portals of third-party actuarial providers to calculate redress
-
76% of advisers plan to retire in the next 10 years
More than half haven’t told their clients yet
-
US in the news: Banking group names head of wealth management
A round-up of people moves and M&A deals across North America