UK bank sells life arm to US reinsurer
It will withdraw its products from the market including annuities and equity release
United Kingdom
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PEOPLE MOVES: RBC WM, Embark, Liontrust
Wealth firm names head of Hong Kong private banking, as retirement provider hires head of platform
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Fintech giants merge to create global wealth platform
Business will have $4trn in assets
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Advisers pick apart FCA pension transfer tool
Industry finds fault with regulator’s DB assessment guide after two weeks of trials
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IFA company completes first M&A deal of 2021
It will ‘continue to make acquisitions of high-quality businesses in the year to come’
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Investment firm buys 22% stake in UK wealth manager for £125m
Funding will help the company grow through ‘both internal development and acquisitions’
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IFA consolidator raises funds to finance M&A war chest
It aims to double in size and complete up to four deals within the next 12 months
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Dynamic Planner rolls out sustainable investing tool for IFAs
It will provide advice firms with a clear, objective view of a fund’s ESG characteristics, says CEO Goss
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Wealth manager buys UK advice firm
Deal expands the company’s existing operations in London and south east
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STM Group veteran steps down as CFO
She has been at the business for 17 years and served in the c-suite role for seven
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Succession Wealth teams up with tech company
In a bid to tackle ‘one of the biggest challenges for adviser firms’
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PEOPLE MOVES: LGT, FSCS, Stonehage Fleming
Bank names CEO, while UK lifeboat scheme COO steps down