European private markets platform Titanbay has partnered with Adams Street Partners to target the private wealth space.
The number of complaints made to the Financial Ombudsman Service (FOS) about St James’s Place (SJP) increased by 194% year-on ...
In this article by Mark Maplesden, Novia Global’s Principal Representative Officer in Dubai, he looks at how platforms and ...
In this video we take a whistle-stop look back at some of the highlights of 2025's II events and awards and look ahead to a jam packed 2026 with events coming up in Cape Town, Mexico City, Dubai, ...
Quilter Cheviot International has appointed Maria Gardner as investment director in its Jersey office to enhance its offering to higher net worth clients across the UK, Europe and internationally.
The new EU exit/entry system (EES) could lead to investigations into the personal finances of clients who travel abroad. The new EES border controls came into operation on 12 October, and the system ...
The impact of AI on financial services, wealth manager and adviser consolidation and a call for a more collegic and united ...
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 ...
Hamburg-based owner-managed family office Lennertz & Co has appointed Achim Uebele, a “recognized expert in strategic consulting for wealthy clients, single-family offices, and foundations”. The ...
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 ...
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 ...
The Financial Conduct Authority (FCA) sent 125 letters to wealth firms, as of the end of January 2020, regarding advice given to retirees, a freedom of information (FOI) request sent by publication ...
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