Tens of thousands more families are set to pay the high income child benefit charge (HICBC) over the next three years, new figures have revealed. HMRC’s official forecasts show that the number of ...

Switzerland-headquartered financial services provider VZ Group has acquired a 50.1% stake in UK financial advice company Lumin Wealth for an undisclosed sum. The collaboration allows VZ to “gain its ...

Kingswood Group has launched its advice academy after four trainees from across the UK started the 24-month programme. The wealth firm will follow in the steps of St James’s Place, Openwork, Schroders ...

As the search for uncorrelated assets intensifies, investors should pay attention to the performance of Indian and Chinese equities, according to Iboss’ investment and managing director Chris Metcalfe ...

UK-based Progeny has agreed to acquire international wealth management company The Fry Group for an undisclosed sum. The deal, subject to regulatory approval, will allow Progeny to extend its ...

Georgios Leontaris has been promoted to chief investment officer for Europe international and Mena region, effective from 1 September 2021. He is based in Geneva and will develop the house view, asset ...

The surging oil price, rising interest rates and an inverted slope of the yield curve all suggest the US economy is heading for a recession, according to Yoram Lustig, head of multi-asset solutions at ...

South African wealth and investment advisory firm Carrick Wealth has expanded its offering with specialist fiduciary and planning services for high net worth clients, families and businesses. The ...

Elevation Financial Group (EFG) has bought three IFA practices just days after it completed a debt raise to fund an “extensive acquisition programme”. EFG has acquired Oakham-based J P Leefe and ...

With more than half a million Irish expats living across the UK, US, Australia, Canada and the Middle East, STM Malta has launched a “niche product” to cater to the retirement needs of this growing ...

The wealth management firm has bought Maryland-based registered investment adviser (RIA) firm Seiffert for an undisclosed sum. Founder Perry Seiffert, co-owner Alexia Larson, and portfolio ...