Australian banking giant shuts down financial planning arm
Division will ‘cease providing advice services by November 2021’
News
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Global alternative investment manager unveils wealth arm
Demand for asset classes like private equity is ‘significant and experiencing accelerated growth’
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Will sustainable investing become a norm for Asian high net worths?
As 60% fail to actively increase the proportion of sustainability factors in their portfolio
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Dynamic Planner unveils ESG discussion guide
To help advisers understand clients’ sustainability preferences
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Saxo Markets ‘ready to tap into’ HK asset and wealth sectors
Newly obtained licences allow the firm to ‘provide more comprehensive services to clients’
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Surge in crypto fraud reports in the UK
This is the fourth consecutive year cases increased by more than 100%
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Should pensions be liable for IHT?
One industry expert warns changing the rules would be ‘particularly harsh and unjustified’
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UBS sells off wealth management arm in Spain
It remains ‘committed’ to its ‘main European markets’
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HMRC opened 3,600 IHT investigations last year
Generating an extra £254m in tax revenue over the 12 months
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US in the news: CI Financial buys Seattle wealth firm
A round-up of people moves and M&A deals across North America
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PEOPLE MOVES: Holborn Assets, Vitality, Deutsche Bank WM
Advice firm names managing partner of Middle East region, while UK insurer bolsters life operation
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Asian banks eye Citi retail businesses
Six months after the US giant said it was exiting 13 markets