PEOPLE MOVES: Quintet PB, Vam Funds, Fairstone
Private bank names CEO, as investment manager hires ex-Quilter International global sales director
United Kingdom
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Investors warned about crypto and NFT risks
FCA reiterates the assets are unregulated and there are ‘no consumer protections’
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Raymond James opens office in Cornwall
Ex-Charles Stanley and Walker Crips employee will lead the branch
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Wealth consolidator buys Jersey financial planning firm
For a total consideration of up to £2.5m
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Kingswood makes fifth deal of 2022
It has four potential acquisitions ‘in exclusive due diligence’
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Total and adviser platform assets suffer Q1 2022 drop
Rising living costs expected to impact the industry throughout the year
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Mattioli Woods subsidiary buys Scottish advice firm
Company hopes to ‘explore other opportunities within the market’
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Wealth manager eyes £1bn AuM by 2025 with acquisition spree
It paused M&A plans during the pandemic
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PEOPLE MOVES: Wealthify, IQ-EQ, Interactive Investor
Wealth firm names interim CIO, while financial services provider hires global head of intermediaries
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Responsible investing not a compromise on returns, advisers say
But they lament the complexities around sustainable strategies
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7IM boosts retirement planning services with partnership
It wants to create flexibility for financial advisers and their clients
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UK to revoke EU financial services laws
As it aims to establish a ‘coherent, agile and internationally-respected approach’ to regulation