Dubai regulator fines director of failed wealth firm
He carried out client transactions without approval and ‘engaged in misleading and deceptive conduct’
Wealth Management
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How Italian advisers and wealth managers are tackling covid-19
The country has taken martial law-like measures to contain the spread of coronavirus
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Singapore robo eyes firms outside Asia
It has partnered with a number of banks in the region
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UK wealth manager agrees £25m acquisition
Deal will ‘enhance’ the firm’s existing specialist pension and discretionary management operations
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Fintech firm acquires Swiss AI solutions provider
Deal will expand presence in the global wealth management and insurance market
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Can post-nups help with financial planning?
Better late than never, married couples are jumping on the pre-nup bangwagon
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Specialist South African firm unveils wealth management arm
It will offer offshore investments and retirement planning services
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Watchdog warns public not to deal with ex-wealth firm employee
Company says it is not ‘affiliated’ with him anymore
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UK lifeboat scheme declares 17 advisory firms in default
Between November 2019 and January 2020 from all over the UK
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Fintech firm strengthens wealth management offering
It hopes acquisition will help the business ‘enhance’ client experience
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What does the future hold for dormant wealth assets?
HM Treasury consults on expanding scheme that puts forgotten money to better use
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US wealth management group acquires Australian firm
Deal will expand the business’ international presence