MitonOptimal UK operation sold to Dubai-headquartered firm
It is the acquirer’s first move into the British financial services sector
News
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UK private bank creates entrepreneur client division
Former head of relationship management at Julius Baer will lead the unit
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Number of HNWIs globally drops by 3.3%
Value of their wealth has also decreased by 3.6%
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LOIM unveils sustainable investment platform
Investing in opportunities addressing the transformation to a net-zero economy, with a dedicated nature pillar
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South Africa makes regulatory changes to moving assets overseas
In a bid to take the country off the FATF grey list
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Intelliflo partners with SS&C to ‘transform’ UK advice market
Firms have created Wealthlink – the ‘deepest ever integration’ between a practice management system and an investment platform
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Titan Wealth sets up internship programme
As part of the company’s ‘ambitious’ growth plans
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UBS aims to complete Credit Suisse takeover by mid-June
Deal remains the subject of a number of legal disputes
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Top questions IFAs should ask fund managers about liquidity
First Republic, SVB and Credit Suisse crises are ‘wake-up call’ that liquidity ‘should not be underestimated’
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42% of Brits want to leave the UK when they retire
But over a third do not know exactly how much money is in their pension
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Value Partners seals strategic investment from Chinese securities firm
Acquirer will hold a 20.2% stake in the Hong Kong-based asset manager
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Ex-TPR director calls for change in DB transfer advice rules
David Fairs wants a ‘much smoother process’