South African wealth firm aims to ‘disrupt’ UK advice market
‘We believe there’s an opportunity with the one-man bands’
News
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Pictet AM reduces exposure to Chinese equities
Country’s worst covid outbreak causing disruption to the economy
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2.5 million UK adults to be dragged into higher rate tax band
But ‘now have a much bigger incentive to put more money into their pensions’
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78% of Brits do not have a Lasting Power of Attorney
Number of people approaching later life without one ‘remains worryingly low’
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Over £1bn of Russian assets frozen in Jersey
While less than £5m has been seized in Guernsey
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US in the news: IQ-EQ hires managing director
A round-up of people moves and M&A deals across North America
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SA investment firm bolsters adviser offering with acquisition
Deal will create a ‘full-service specialist’ with over ZAR31bn in AuA
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PEOPLE MOVES: Quintet PB, Vam Funds, Fairstone
Private bank names CEO, as investment manager hires ex-Quilter International global sales director
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US firm buys minority stake in Aussie advice business
It is the company’s first deal outside of the states
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Investors warned about crypto and NFT risks
FCA reiterates the assets are unregulated and there are ‘no consumer protections’
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Raymond James opens office in Cornwall
Ex-Charles Stanley and Walker Crips employee will lead the branch
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Wealth consolidator buys Jersey financial planning firm
For a total consideration of up to £2.5m