Specialist South African firm unveils wealth management arm
It will offer offshore investments and retirement planning services
Wealth Management
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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
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UK financial brokerage firm launches wealth management arm
Business is an ‘integral step in the growth and evolution of the group’
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Kleinwort Hambros sale pulled
After reports Societe Generale was unable to find a buyer
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Australia’s NAB to shed wealth arm
But timeline remains uncertain
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UK insurance group launches financial planning arm
It has hired two from Tilney and the former owner of an advice firm to set up the operation
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St James’s Place overhauls pay and perks
In a bid to encourage the ‘right behaviours’ from advisers
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UBS investigated in Italy over €6m fraud
It acted as an intermediary for a Milan-based wealth firm that conned 117 clients