Swiss bank sets up Dubai wealth operation
To bolster its private banking offering in the region
News
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US in the news: Merit Financial Advisors names COO
A round-up of people moves and M&A deals across North America
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Should HNWs revisit financial plans amid rising costs and inflation?
Retirement, inheritance and gifting strategies may need to be adapted
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Crypto firm shut down for scamming investors
It promised victims returns of up to 200%
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CII falls victim to data breach
Hackers accessed personal data of 20% of the trade body’s members
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European firms eye deal for Thai asset manager
Binding offers are reportedly expected in the next few weeks
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UK financial planning company makes first acquisition
As it sets out ambitious consolidation plans
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SEC unveils stricter outsourcing requirements for advisers
Regulator places due diligence and monitoring in the spotlight
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US expat advice firm sets up in Spain
It will be serving clients with an average of $1m in investable assets
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UAE unveils tax residency criteria
Legislation is a ‘logical step’ towards a global compliance framework
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Value of lost pension pots hits £26.6bn
Figure has nearly doubled since 2018
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German banking group shutters UK private client arm
As part of a cost cutting exercise