UK financial planner secures private equity backing
It plans to enter DFM space and offer buy-out programme to appointed representatives
Family office unveils US expat service as SEC licence extended
It has also opened a Geneva office with plans to launch a London operation in future
UBS to offload its wealth management operation in Spain?
Reports state the Swiss giant is reviewing the business
‘Act now’ Phoenix Group urges expats as bank accounts close
They may not be able to receive payments from pension providers into their bank