Chief operating officer Simon Ray made executive director
Britain votes to leave the European Union
Focus on HNW clients in London
Just over £6.5m raised for new venture
International fiduciary services provider IPG has launched the Executive Entity service to help resolve complex governance issues in fiduciary and wealth management structures globally.
Skandia International has unveiled plans to introduce a new wealth management service which will see the company make a total investment of over £21m to help re-engineer the way it works with financial advisers and customers.
The FSA began its final round of RDR surgeries last week, less than a year before full roll-out of the new rules. But surprises continue to crop up. Alasdair Pal spoke to a few of the early attendees…
Sesame Bankhall Group has set up a team to deliver its new wealth management propositions to advisers, bringing in industry veteran Pan Andreas to head it up.
Canadian brokerage Canaccord has agreed terms on a takeover of UK wealth manager Collins Stewart Hawkpoint in a deal which values the advisory business at more than £253m.
The Isle of Man has received the Royal seal of approval for its Foundations Act. This latest piece of legislation adds to the Island's offering as a centre for international wealth management, and puts it ahead of other centres who have still to usher...