Directors charged with fraud over Costa Rica plantation investment scheme
‘Abrupt collapse’ of company saw around 3,500 UK investors lose £70m
News
-
-
Canaccord Genuity MBO falls through after offer expires
Regulatory snag was not overcome in time
-
21% of clients think advisers don’t understand their behavioural biases
But they should be taken into account as part of the much-anticipated Consumer Duty rules
-
Global insurance group acquires Canadian investment firm
To bolster its wealth management offering in the country
-
IA launches Best Practice Adviser Awards 2023
Firms will have until 15 September to enter submissions
-
Less than half of UK children have been financially educated
Money and Pensions Service announces goal to teach two million more young Brits about money by 2030
-
How can the advice industry improve public opinion of IFAs?
Lack of financial education and opacity around charging ‘contribute to a lingering sense of suspicion about the profession’
-
DBS launches multi-family office VCC for UHNWIs
Clients must invest at least $11.2m in managed assets to qualify
-
BlackRock and Avaloq partner to bolster wealthtech offerings
Asset manager will make a minority investment in the fintech firm as part of the agreement
-
Two IFAs jailed for £2m investment fraud
They were also co-directors of an offshore fund based in the British Virgin Islands
-
Brits not completely opposed to inheritance tax
As 75% say some inheritances should be taxed
-
Ex-CFO of SJP partner firm buys UK wealth manager
Founder will retire from the business following the deal