UBS completes acquisition of Credit Suisse
Deal offers clients ‘enhanced global offering, broader geographic reach and access to even greater expertise’
United Kingdom
-
-
PEOPLE MOVES: Evelyn Partners, Globaleye, M&G
Wealth manager names CEO, as advice group hires director of wealth planning
-
UK financial advisers slam platforms over service levels
Servicing is the ‘biggest driver of choice and the biggest source of frustration’
-
Pensions dashboards connection deadline delayed until 2026
But DWP says that public may have access before then
-
Advice industry needs to promote family wealth discussions
As 19% of Brits over 60 say they have never spoken to their children about their finances
-
Should class be more prominent in adviser diversity campaigns?
IA speaks with Sesame Bankhall Group interim CEO John Cowan about his path to the industry
-
HMRC orders two firms to stop selling tax avoidance schemes
Companies face £100,000 fine if they fail to comply with the UK taxman
-
Financial planning is becoming harder, say advisers
Clients are finding financial decision making more challenging too
-
Inheritance tax is in ‘dire need of reform’
STEP says it wants to see a low flat-rate estate tax regime with few reliefs and exemptions
-
Adviser support group makes two acquisitions via advice arm
Deals add £200m in AuA and 500 wealth clients
-
PEOPLE MOVES: FSCS, Maps, SEI
UK lifeboat scheme and pension service announce CEO exits
-
MitonOptimal UK operation sold to Dubai-headquartered firm
It is the acquirer’s first move into the British financial services sector