Evelyn Partners adds ninth advice firm to succession programme
Deal bolsters the wealth manager’s footprint in Scotland
News
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Raymond James opens Newcastle branch
Wealth firm hires Brewin Dolphin trio to run the operation
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14% of Singaporeans and Hongkongers believe they are too wealthy
As only 41% were happy with their level of wealth
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Investors expect double-digit returns amid market turbulence
Brits are the most optimistic, Natixis report reveals
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Global fintech firm unveils private markets wealth hub
IFAs will have access to a range of funds around private equity, private credit, real estate and venture capital
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UK investment services firm rolls out API tool for advisers
To allow them to integrate the software they use with its platform
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PFS directors resign over ongoing CII dispute
Chartered Insurance Institute accused of ‘bullying and intimidation’
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IFA group makes four acquisitions
Deals add £310m in assets under management
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Portugal set to u-turn on golden visa axe?
Country announced several months ago it was scrapping the scheme
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HMRC rakes in £1.2bn from IHT receipts in two months
13% more than in the same period last year
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Just 1% of completed pension transfers had red or amber flags
DWP review also finds ‘overseas investment amber flag needs to be more clearly defined or removed’
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Digital private wealth management platform launches in the UAE
Offering access to thematic and private investments