There's a version of this conversation that happens a lot in financial services. An adviser, usually a good person with genuine intentions, explains why they recommended a particular product. The ...

New York wealth management firm Wealthspire has agreed to buy Fi3 Advisors, an Indianapolis-based boutique advice firm with approximately $1.2bn (£890m) in assets under management (AUM). The firms ...

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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 ...

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 ...

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 ...

Parmenion has purchased Midlands-based investment firm EBI Portfolios for an undisclosed sum. The £9.6bn ($11bn, €11.1bn) adviser platform, which is owned by Martin Gilbert’s consolidator company ...

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Cheltenham-headquartered RockWealth has opened a financial planning branch in Leeds. This comes after it launched an operation in Aberdeen earlier this year and three across the UK in 2021. RockWealth ...

The changes, announced by chancellor George Osborne in the 2015 summer budget, mean that non-UK domiciled long-term residents will, in future, have to pay tax on the same basis as UK-domiciled ...

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 ...