Economists in the UK expect the Bank of England’s base rate to be held potentially until the summer over concerns global inflation will rise on the back of the ongoing conflict in the Middle East. In ...

The Australian Securities and Investments Commission (ASIC) has confirmed it has banned another adviser from MWL Financial Services over their role in mis-selling high risk investments in the Shield ...

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 ...

Switzerland-headquartered financial services provider VZ Group has acquired a 50.1% stake in UK financial advice company Lumin Wealth for an undisclosed sum. The collaboration allows VZ to “gain its ...

Regan has been at the helm of the company for three years. David Montgomery, managing director of M&G Wealth Management, will lead Ascentric, with the help of Richard Denning who becomes interim chief ...

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 ...

South African wealth and investment advisory firm Carrick Wealth has expanded its offering with specialist fiduciary and planning services for high net worth clients, families and businesses. The ...

IQ-EQ has announced the acquisition of institutional cross border fund platform Gordian Capital as part of its global expansion strategy. Gordian CEO and co-founder Mark Voumard will continue to head ...

Elevation Financial Group (EFG) has bought three IFA practices just days after it completed a debt raise to fund an “extensive acquisition programme”. EFG has acquired Oakham-based J P Leefe and ...

Global wealth manager Indosuez Wealth Management has acquired 70% of UK-headquartered Wealth Dynamix for an undisclosed sum. The wealthtech firm was founded in 2012 and provides client lifecycle ...

The new offshore group, which covers firms from 12 countries including Mauritius, Switzerland, Malta, Cyprus and Jersey, will pool intelligence and information and develop business between each other, ...

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