PEOPLE MOVES: Credit Suisse, Ascot Lloyd, Hawksmoor
Swiss banking giant reshuffles c-suite, as IFA firm names head of adviser academy
United Kingdom
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Wealth manager buys two advice firms with PE investment
Deals increase AuA to over £1.1bn
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What is the future of the 60-40 portfolio?
For the first time in 50 years, the diversification strategy did not deliver
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101 British Steel advice firms hit by emergency asset retention rules
UK regulator believes companies should be planning for a potential redress scheme
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Should savers consolidate their pensions?
It is important to ‘look before you leap’
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FCA urges victims of jailed adviser to come forward
Ahead of confiscation hearing as they may be awarded compensation
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IFGL to buy Sovereign Pension Services in ‘strategic acquisition’
As RL360 and Friends Provident International parent company seeks to bolster its Sipp offering
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Academies ‘crucial’ in bid to tackle adviser talent gap
They can also provide firms with a pipeline of future professionals to help bolster growth
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PEOPLE MOVES: Citi, IQ-EQ, Canaccord Genuity WM
Bank names Hong Kong and Macau CEO, while financial services provider hires group head of insurance
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Wealth manager enters Scotland advice market with acquisition
Deal takes its AuM to more than £1bn
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Record high inflation pushes UK investors into alternatives
Younger clients at the forefront of those seeking assets such as private equity, commodities and real estate
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Pension transfer business dries up amid interest rate hikes
Values have plummeted making retirees think twice about switching