Digital private bank gets Swiss licence
As it raises £15m in third funding round
News
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PEOPLE MOVES: SEI, Aviva, AES International
Tech firm names CEO, as insurer hires chief financial officer
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Allfunds buys European wealthtech provider for €145m
Deal bolsters its multi-asset capabilities
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UAE financial adviser reputations stuck in the mud
Industry needs to end ‘cold calling’ and eradicate ‘unregulated firms’ to improve public opinion
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Advice firm acquires IFA company
Deal adds £160m in assets under management
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Investment manager unveils estate planning service
Clients want ‘capital protection, steady returns, immediate IHT effectiveness and low costs’
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Asian investors shift from major asset classes
Absolute return hedge funds take top spot for market sentiment
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US calls for dismissal of ‘meritless’ Fatca lawsuit
Accidental Americans argue suspension of emigration services was a constitutional breach
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Fintech firm to bolster IFA offering with £6m investment
Participants in the funding round included global wealth management platform FNZ
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Director banned for 11 years over £6.7m investment scam
He has ‘left countless people out of pocket’
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Efforts to recruit next gen advisers failing
Just 6% in the UK are under 30
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UK life insurer sets up shop in Singapore
It will be a ‘core region’ for the firm ‘over the long term’