£13.7m boiler room fraudsters jailed
They persuaded 800 victims to invest in a fund involved in the buying and selling of properties
United Kingdom
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Fifth advice firm joins Evelyn via succession programme
Scheme has ‘generated a great deal of interest’ since its launch in 2021
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Blacktower unveils centralised investment proposition
And hires ex-Scottish Life and Global Wealth Management Solutions veteran to run it
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Investors urged to seek strategies with uncorrelated characteristics
Making asset allocation decisions based on macro calls is a ‘flawed investment approach’
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Julius Baer CEO eyes acquisitions
As he expects M&A activity in the global wealth sector to increase in the near future
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Ingenious suffers court defeat against HMRC over film schemes
Taxman can now collect £1.6bn in outstanding liabilities
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STM bolsters UK pension arm with £3.3m acquisition
‘Sipp marketplace continues to see change and out of this comes opportunity to differentiate our proposition’
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UK eyes overhaul of tax relief system
Parliamentary committee will look at whether its benefits for the economy justify the cost
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FCA and Meta to roll out stricter advertisement rules
‘We continue to see a considerable number of cases involving unauthorised firms and individuals’
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IFA company sets up eighth joint venture
The other JVs have added around £68.5m of AuM
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Two IFA firms fail
They also provided pension transfer advice to British Steel members
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Hawksmoor parent company buys wealth and asset management group
Deal takes AuA/M to nearly £8bn