CII ‘floods’ PFS board with own directors ‘without consent’
Ex-PFS presidents call the move ‘harmful’, ‘deeply cynical’ and ‘aggressive’
United Kingdom
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Pension transfer activity highest since 2020
After it reached a record low in October 2022
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PEOPLE MOVES: Julius Baer, Titan Wealth, Brooks Macdonald
Private bank bolsters Dubai operation, as DFM hires head of sales
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IFA consolidator sets up investment management arm
It will be ‘radically different from traditional DFMs’
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How IFA firms can be successful in 2023
Start business succession planning is one of the many key tips for companies
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Tavistock boosts funds for acquisition warchest
Firm admits it is currently engaged in discussions with several M&A targets
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AES under regulatory restrictions in the UK
But the firm’s CEO tells IA they were placed on the business by the FCA on a ‘voluntary basis’
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£10m Gibraltar Qrops case gets green light for UK trial
62 investors allege they received ‘unsuitable’ pension transfer advice
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Phoenix Group makes £15m investment in fintech firm
Following £35m funding from Legal & General and Lloyds Banking Group
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Husband and wife duo found guilty of £2.7m investment scam
‘Callous and cruel’ fraud involved cold-calling elderly and inexperienced investors
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UK advice firm expands footprint with £3.9m acquisition
As it receives funding from bank to finance its growth plans
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PEOPLE MOVES: RBC, SFC, Indosuez WM
Bank names chief executive of wealth management international, as Hong Kong regulator replaces outgoing CEO Ashley Alder