PEOPLE MOVES: FOS, PraxisIFM, Canaccord Genuity WM
Ombudsman hires CEO, as financial services group names associate director of UAE office
Tilney Smith & Williamson
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Tilney S&W emphasises hybrid approach with Bestinvest relaunch
DIY investors will have free access to investment ‘coaches’ who are ringfenced from its army of advisers
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Do investors achieve more by setting life goals?
Early retirement and greater financial security are top priorities
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Tilney Smith & Williamson completes double deal
Four advice firms have now agreed to join the firm’s succession programme
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PEOPLE MOVES: Tilney S&W, GBST, Stonehage Fleming
Wealth group hires CEO of fund administration, while platform names CCO
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Taxman nets £6.1bn in IHT
£700m more than the previous 12 months and frozen bands mean it is set to go even higher
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PEOPLE MOVES: Fidelity International, Ballards, Value Partners
Investment manager names China managing director, as UK firm bolsters private client operation
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PEOPLE MOVES: SEI, Aviva, AES International
Tech firm names CEO, as insurer hires chief financial officer
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NatWest eyes £3bn bid for Tilney Smith & Williamson
PE backers reportedly looking to sell stake in UK wealth manager
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PEOPLE MOVES: Abrdn, Generali, LGT Vestra
Wealth chief retires from investment giant, while insurer names Hong Kong CEO
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Inheritance tax receipts hit £5.5bn
‘Many people who would not consider themselves wealthy will now face a hefty bill’
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PEOPLE MOVES: IWP, Fidelity, PGIM
IFA group makes c-suite change, as investment manager names head of ETF distribution for Europe