International HNW firm receives private equity boost
Company has already identified ‘several acquisition targets’
United Kingdom
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Advice tech provider merges 5 firms to create global platform
It will work with 30,000 financial advisers around the world
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Kingswood backers eye Lombard International deal
Investment firm Apollo Global Management also rumoured to be in the running
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Aussie fintech firm expands into the UK
Company will bring ‘digital advice solutions for insurance, pensions and wealth’ to the British market
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IFA company receives backing to fund M&A spree
Deal will ‘increase the capital available for acquisitions to over £100m’
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LTA freeze to ‘stealthily drag thousands into the tax net’
As UK Treasury eyes extra £250m a year from the move
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Pension firm enters UK retail space with portfolio service
It previously only offered investment advice to large institutional clients
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PEOPLE MOVES: FCA, Ascentric, HSBC
UK financial regulator makes c-suite changes, while wealth platform names CEO
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SJP to shed 200 jobs and scale down Asian adviser recruitment
As it targets £200bn funds under management by 2025
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Private bank to close Dubai operation
All clients with relationship managers in the UAE ‘will now be looked after by the London office’
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UK financial planner secures private equity backing
It plans to enter DFM space and offer buy-out programme to appointed representatives
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Family office unveils US expat service as SEC licence extended
It has also opened a Geneva office with plans to launch a London operation in future