Team has unveiled a UCITS version of its managed portfolio services range as part of the expansion of its international ...

Parmenion has added a withdrawals dashboard to its platform in response to adviser demand. The withdrawals dashboard will ...

AES has appointed Nedbank’s Andrew Bates as CEO of its Private Wealth and Family Office. Based in Dubai, Bates will oversee the expansion of the financial life management firm’s presence across the ...

Octopus-owned investment platform Seccl has appointed Jonathan Dees as UK CEO following David Ferguson’s promotion to ...

Elston Consulting has unveiled a suite of sustainable model portfolios. All five of the risk-rated funds are 100% compliant ...

The FCA has fined Neil Woodford £5.9m and Woodford Investment Management £40m for their failures in managing the liquidity of the Woodford Equity Income fund (WEIF).  The regulator has also banned ...

AES has appointed former editor-in-chief of International Adviser and Investment International Mark Battersby as managing director of its new knowledge platform. AES Education has been created to help ...

In Part 1 of this article series from Utmost Wealth Solutions, we explored how Inheritance Tax (IHT) has evolved into a ...

Wealth manager Hoxton Wealth has made its first acquisition in Asia with the purchase of Infinity Financial Solutions. The deal will add $300m (£225m) in assets under management to Hoxton’s portfolio, ...

The CEO of the Association of International Life Offices (AILO) has warned the international life industry is facing ...

Inheritance Tax (or ‘IHT’ for short) as we know it today was introduced in 1986 when Nigel Lawson was Chancellor of the Exchequer. This replaced the earlier Capital Transfer Tax which itself replaced ...

Friends Provident International (FPI) has launched a protection plan that aims to provide Hong Kong residents with insurance against the financial consequences of premature death, terminal illness, ...