News

Team has unveiled a UCITS version of its managed portfolio services range as part of the expansion of its international ...
Parmenion has added a withdrawals dashboard to its platform in response to adviser demand. The withdrawals dashboard will ...
AES has appointed Nedbank’s Andrew Bates as CEO of its Private Wealth and Family Office. Based in Dubai, Bates will oversee the expansion of the financial life management firm’s presence across the ...
Octopus-owned investment platform Seccl has appointed Jonathan Dees as UK CEO following David Ferguson’s promotion to ...
Elston Consulting has unveiled a suite of sustainable model portfolios. All five of the risk-rated funds are 100% compliant ...
In Part 1 of this article series from Utmost Wealth Solutions, we explored how Inheritance Tax (IHT) has evolved into a ...
The FCA has fined Neil Woodford £5.9m and Woodford Investment Management £40m for their failures in managing the liquidity of the Woodford Equity Income fund (WEIF).  The regulator has also banned ...
AES has appointed former editor-in-chief of International Adviser and Investment International Mark Battersby as managing ...
UK retirement specialist Just Group has been bought by Bidco, a subsidiary of Canadian firm Brookfield Wealth Solutions, for ...
The FCA has banned the former deputy CEO of asset manager H2O AM Jean-Noel Alba from the industry and fined him over £1m ...
St. James’s Place has achieved record funds under management on the back of strong inflows and positive investment ...
Titan Wealth has bought Finance Shop and FS Wealth Management to bolster its presence in East Anglia. The acquisition follows ...