Moneyhub partners with tech firm to ‘automate’ financial planning
It is a ‘big leap forward from other money management apps on the market’
United Kingdom
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PEOPLE MOVES: VG, Julius Baer, GSB Capital
Director retires from financial services provider, as private bank names head of greater China
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FUA hits £27bn at Praemium
As net flows into the international arm drop to A$279m ahead of its sale to Morningstar
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UK tax advice firm unveils UAE private wealth arm
Company is also looking to open an office in the Cayman Islands
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PEOPLE MOVES: GSB Capital, IQ-EQ, JFSC
UAE advice firm names managing partner, as financial services provider makes c-suite change in Luxembourg
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UK trade body calls for pensions dashboard ‘grace period’
April 2023 deadline does not give providers enough time to live test
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St James’s Place partner firms merge
Owner of one of the businesses to retire after the deal
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Brooks Macdonald rolls out investing network for HNW women
It is available to female savers with at least £500,000 of investable assets
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Avacade duo granted appeal over ban
As judge finds discrepancies in disqualification orders
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Fine wine investment scheme wound-up
After clients’ funds worth more than £1.9m were ‘abused’
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UK watchdogs wary P&O pension scheme will be British Steel 2.0
They are urging anyone who was made redundant to seek financial advice
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Five UK firms go out of business
Three of which provided financial advice services