PEOPLE MOVES: MFSA, Nomura, Marlborough
Malta regulator names CEO, as bank expands Asia wealth operation
United Kingdom
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Four charged with fraud over alleged £1.4m investment scheme
Defendants will appear at Southwark Crown Court on 2 May 2023
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46% of UK investors eye funds focused on reducing carbon emissions
‘We see this trend gathering substantial pace over the next few years’
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Adviser support group launches UK advice business
Following the acquisition of two wealth management companies
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FCA to increase adviser fees to £94.6m
UK regulator sets out its business plan for 2023-24 financial year
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Advice business buys London-based financial planning company
Acquisition boosts assets under management to more than £1bn
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SJP partner firm acquires wealth manager
In a bid to expand its UK footprint
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FCA places regulatory restrictions on IFA firm director
Just weeks after the watchdog admitted its concerns that the company had misappropriated client funds
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Pension death payments to beneficiaries could be delayed, says Quilter
Following an ‘innocuous’ change in process from HMRC
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Rathbones and Investec Wealth’s UK arm merge in £839m deal
To create the country’s ‘largest discretionary wealth manager’ with £100bn FuMA
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How advice firms should attract millennial clients
They need to start future proofing the business
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Will political shifts in the UK reverse pension tax changes?
Advisers might have to act quickly before government is voted out