If you have a client planning a return to the UK – forced or voluntarily - the UK’s new tax regime offers compelling reasons to start planning now, writes  Raquel Plaza (pictured above) from Blevins ...

In this episode of IA's In The Loop podcast, IA publisher Gary Robinson travels to Rio de Janeiro to speak with Bruno Rangel from Invest Smart XP. They discuss Rangel's role at Invest Smart, how the ...

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 ...

Four cases, including UBS, remain unresolved, a Financial Market Supervisory Authority (Finma) spokesperson confirmed on Tuesday. The other three banks were not named. “There will be always cases of ...

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 ...

The Financial Conduct Authority (FCA) launched fewer than half as many investigations into senior manager misconduct in 2021 than in 2020, according to a Freedom of Information (FOI) request. The FOI ...

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 ...

The trust company, a wholly owned subsidiary of the National Bank of Abu Dhabi, is offering the Wealth Builder Plan which is a corporate scheme aimed at local and multinational companies enabling an ...

The CFA Institute Research and Policy Center has released new research exploring how AI and machine-learning technology can address critical issues facing the global pensions industry. Demographic ...

The UK Public Accounts Committee has released its latest report into the British Steel Pension Scheme (BSPS) scandal which found a series of shortcomings from the financial regulator. While the ...

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 ...