HSBC has appointed Ida Liu as CEO of HSBC Private Bank to strengthen cross-border connectivity across key wealth corridors and accelerate the growth of the Private Bank globally. Liu, who joins on 5 ...

Global financial planning tech platform Conquest Planning has announced its chief revenue officer Brad Joudrie will replace founder Mark Evans as chief executive officer (CEO). Joudrie (pictured) will ...

The FCA has banned Verus Financial Services from providing financial advice and placed tighter restrictions on the firm using assets without the regulator’s permission. The decision comes on the back ...

The UK's government has refused to commit to a so-called 'pensions tax lock' following a petition launched by AJ Bell, backed by over 22,000 signatories. AJ Bell launched a petition calling for the ...

Naysayers were proven wrong after it was confirmed this morning that the acquisition of Friends Provident International (FPI) by RL360’s parent company, International Financial Group Limited (IFGL), ...

Santander UK has unveiled its model portfolio service following what it describes as significant customer demand. The service is available to its private banking clients with a minimum of £150,000 ...

IA: In The Loop EP 4 – In this episode Philip Story, Senior Executive Officer & Head of Distribution – EMEA Investors Trust speaks from the company’s Dubai offices to Gary Robinson, publisher at ...

Seven months after he was personally handed a ZAR 2.5m (£123,000, $148,000, €140,000) penalty and debarred for a period of five years by the South Africa financial watchdog, DeVere Group chief ...

The Maltese lower court of appeal has found in favour of a former client of Continental Wealth Management (CWM) and upheld an earlier decision that STM Malta Trust Company pay compensation. It follows ...

UK wealth management firm Quilter is reportedly is set to receive acquisition bids from at least four companies, according to Financial Mail on Sunday. The report said that one of the companies is ...

Aviva has agreed to sell its French operation to Aéma Groupe for €3.2bn (£2.76bn, $3.89bn). The transaction covers the French life, general insurance, and asset management businesses and the 75% ...

Wealthy individuals are leaving the UK and relocating to Italy since the Labour Party announced plans to abolish the non-dom regime, says Nicola Saccardo, partner and Italian tax expert at ...