Insurance group reportedly postpones $1bn Hong Kong IPO plans
Several months after confirming its intentions to list on the stock exchange
News
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Pension fintech firm partners with financial planning business
100,000 people every month in the UK are planning for their retirement by searching on Google
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Financial planning firm buys UK advice company
To grow its presence in the south of England
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Lombard Odier partners with Aussie wealth manager
The firms have been working together for more than a decade
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Nigel Green hit with ZAR 2.5m fine and ban in South Africa
As the former deVere business – now Brite Advisors – loses its financial services provider licence and is handed ZAR 10m penalty
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DeVere client arrested at court in Zimbabwe
She was due to fight CEO Nigel Green’s efforts to stop her posting ‘defamatory’ comments online
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Spanish bank sets up UHNW wealth operation
It will serve customers with assets over €50m
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Fraudster jailed for 6 years after failing to pay confiscation order
He was part of a trio which conned investors out of more than £70m
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Tilney S&W emphasises hybrid approach with Bestinvest relaunch
DIY investors will have free access to investment ‘coaches’ who are ringfenced from its army of advisers
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Tax and diversification advice most valued by young HNW Brits
Tech-savvy generation ‘still eager to receive tailored guidance on the complexities of managing wealth’
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US in the news: Cresset merges with wealth manager
A round-up of people moves and M&A deals across North America
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Aegon bows out of Spanish insurance joint venture
Sale will deliver gross proceeds of €177m