Investment giant to ‘redefine’ UK wealth market with £175m plan
It is the ‘right time’ for the firm to ‘set a new standard’ for how Brits save and invest
News
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DFM consolidator Titan Wealth buys Cardale Asset Management
Company acquired Tavistock’s £1bn multi-asset arm in June 2021
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IHT receipts soared to £5bn last year
Savers aim to give around £12bn as a ‘living inheritance’ to children in 2022
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UK financial planning group makes 50th acquisition
It will target ‘some select new geographies’ with future deals
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Progeny buys UK financial advice firm
Deal brings its assets under management to over £3bn
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Singapore to increase taxes on wealthy residents
Country could raise S$600m via levies on income, property and cars
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Taxpayers should only take HMRC to court ‘as a last resort’
Law firm tells individuals to settle issues through alternative dispute resolutions
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UK wealth manager opens Hampshire office
To provide financial planning services to clients in the south of England
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Tilney private equity backer weighs up full ownership bid
PE firm made the merger with Smith & Williamson possible after regulatory concerns were raised
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Call for FCA to give evidence to Treasury over LCF failings
Campaigner Gina Miller accuses regulator of acting ‘illegally and illicitly’
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EU rules against Spain overseas assets penalty regime
In most cases, fines were ‘more than 100% of the value of the assets in question’
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Data leak hits Credit Suisse clients
Documents suggest that some of its wealthy customers have links to human rights abuses