Scam wealth firm attracts attention of Luxembourg regulator
It is not authorised to provide financial or investment services in or from the country
Wealth Management
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Depleting IFA numbers on collision course with rising demand
Are advisers too quick to sell their businesses with future clients waiting in the wings?
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St James’s Place targets women
Firm hopes Glasgow event will bring more diversity to the financial advice sector
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UK financial regulator bans jailed wealth manager for life
Adviser is ‘not a fit and proper person to perform any function in relation to regulated activity’
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Wealth management firm completes first deal of 2019
It may make two more deals before the end of the year which could tip AUM over £1bn
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Wealth management firmly on the agenda for Canadian bank
It is looking to grow globally in the sector after a number of acquisitions
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Wealth firm buys Investec’s Ireland business
Rumours of the deal first surfaced in April
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US in the news: Wealth manager makes triple hire
A round-up of the latest people moves and M&A deals in North America
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Canadian firm unites global wealth and asset management arms
The operational changes will make it ‘better positioned to organically grow assets’
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How to be a wealth manager to the stars
Managing the financial affairs of celebrities can be ‘challenging and cumbersome’
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AI wealthtech to help advisers improve business efficiency
‘Artificial intelligence is the modern-day gold rush of the financial services industry’
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Julius Baer targets tech-savvy Brazilian investors
Via investment in fintech firm offering advice and online automated portfolio management solutions