The Financial Conduct Authority (FCA) is set to force workplace pension schemes to publish their investment returns, including forward-looking projections, under a new 'value for money' framework, ...
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 ...
The moves, while mostly promotions from within the company, sees a real change at the top level management within the firm ...
UK wealth management and financial planning group Succession Wealth has bought Edinburgh-based IFA business Spence & Spence for an undisclosed sum. The deal is subject to regulatory approval. Founded ...
Digital wealth manager Moneyfarm has raised £44.1m ($59.5m, €52.8m) in its latest funding round. The capital increase was led by M&G and included postal service provider Poste Italiane, which has been ...
The former managing director of Jersey-based advice firm Lumiere Wealth has been sentenced to seven years in prison for charges related to selling fraudulent investments. Christopher Byrne’s ...
Wealthy individuals are leaving the UK and relocating to Italy since the Labour Party announced plans to abolish the non-dom regime, says Nicola Saccardo, partner and Italian tax expert at ...
UK wealth management group Cazenove Capital is set to open an office to serve its growing client base in Bristol and the south west. This expansion is part of the Schroders subsidiary’s regional ...
The Financial Services Compensation Scheme (FSCS) declared Midlands-based Newell Palmer Group Ltd in default on 24 March 2023. This comes over a year after the company was dissolved on 4 January 2022, ...
Harrogate-based independent investment management firm Cardale Asset Management has been acquired by private equity-backed DFM consolidator Titan Wealth for an undisclosed sum. The deal is expected to ...
At a recent FCA conference, the regulator raised its fears about the renewed ascendancy of shoehorning, where firms adopt a ‘one-size fits all’ solution that is not suitable for the individual needs ...
Private bank and asset manager Edmond de Rothschild has made two senior hires to expand its presence in the Middle East. Manuel Sturm becomes chief operating officer for the Middle East and Africa ...
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