Ex-Barclays Wealth chief executive Kalaris loses appeal against FCA
Kalaris loses appeal to perform senior management duties at firm Saranac
Barclays
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‘Back to the Dark Ages’: Industry calls for FCA consultation amid trust test-taking woes
Platforms requiring retail investors to undertake knowledge tests before buying certain trusts is bruising the already-ailing sector
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Morningstar Wealth appoints Chris Bishun as head of wealth solutions
He brings 20 years of experience to the role
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Trading tantrums: Should DIY platforms stop treating investors like children?
In restricting access to certain funds and trusts, are platforms making an assumption that DIY investors are incapable of grown-up value assessments?
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Barclays combines UK wealth and private banking businesses
To improve customer and client experience
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26% of investment scam victims are under 30
More than three quarters of the scams take place on social media
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One-in-five HNW Brits sacrificing financial stability to help their children
22% have reduced their pension contributions
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PEOPLE MOVES: FSCS, Maps, SEI
UK lifeboat scheme and pension service announce CEO exits
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High earning Brits seek advisers’ help with rising tax bills
As a third are unaware of their current tax bracket
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Millennials prioritise parents over inheritance
Preferring they have a comfortable retirement rather than gift money
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PEOPLE MOVES: SBG, Charles Stanley, Barclays
Adviser support group names interim CEO, as wealth manager hires head of strategic partnerships
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Barclays to expand private banking operation in Africa
With a focus on South Africa, Nigeria and Kenya