Hong Kong’s Securities and Futures Commission (SFC) and the Dubai Financial Services Authority (DFSA) have signed a ...

In a move to place employee wellbeing at the heart of the firm’s culture, international financial advisory and wealth ...

Dubai-based BTA Finance Limited has partnered with Avaloq to modernise its wealth and investment management operations. Under ...

Cheadle-based independent advice firm Sylvan Financial Management has launched its own adviser school to train up the next ...

The majority of high net worth (HNW) individuals believe their wealth has a positive impact, according to a new report.

Utmost Wealth Solutions has swung back to positive net flows following its acquisition of Lombard International. Insurance ...

National UK advice firm Tavistock Investments has acquired a majority stake of 76.59% in hybrid advice firm Lifetime Financial Management for £6m. Lifetime's chief executive Ian Dickinson will remain ...

Defined benefit (DB) pension transfer reporting is set to be cut back to once a year, according to a new consultation by the ...

Discretionary fund manager Magnus has launched three funds for clients of parent group Wren Sterling’s financial planners.

Fintech and asset management giant SEI has expanded its global private banking head Sanjay Sharma’s role to CEO of SEI ...

Ritholtz Wealth Management, a national RIA with over $6bn (£4.43bn) in assets for high net worth clients, has announced a partnership with RIA custodian Altruist to expand access to its financial ...

Square Mile has rebranded as Titan Square Mile following the firm’s acquisition by Titan Wealth in early 2024 and announced a ...