IFAs putting firms up for sale to beat expected CGT changes
Advisers want to make sure they don’t ‘incur higher tax burdens’
Wealth Management
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UBS poaches HSBC Private Bank boss to run Qatar wealth office
It hopes to hire around 20 people for the newly created operation by the end of 2021
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Wealth platform raises funds to finance international growth
US and Swiss investors spent $4m to boost the firm’s tech offering
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Chinese wealth manager begins international expansion
Following acquisition of a Hong Kong-based firm
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SJP ‘paused’ intake of students to academy last year
As the firm reports 11% increase in funds under management
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Wealth manager acquires Surrey firm
As it looks to expand its service proposition across the southeast
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Scottish firm makes double M&A swoop
While it looks at other opportunities in the space
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Fidelity not out to eat advisers’ lunch with wealth mgmt push
Roll out of financial advice venture raises questions about the firm’s role in the UK
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Banking giant creates global wealth management business
Operation will be led by the group’s head of investor sales and relationship management
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Investment giant unveils UK advice offering
It will bring together the firm’s existing wealth and retirement services
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Citigroup plans to triple AuM of UAE wealth unit
It reportedly wants to widen retail investor’s access to institutional products
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Swiss private bank opens wealth office in Saudi Arabia
It will bolster its offering for HNW and UHNW individuals in the ‘key growth market’