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Financial planning | 31 May 24

Canaccord Genuity to acquire £900m AUM chartered adviser Cantab AM

The acquisition is expected to be completed within the quarter ended 30 September, 2024

Europe | 31 May 24

Private equity backer of Kingswood takes 68.4% of the AIM-listed wealth group

This follows the anticipated approvals by regulatory authorities in the US, UK and the Republic of Ireland

Financial planning | 31 May 24

Nearly two thirds of HNW expats in UAE ‘not actioned’ family tax, estate planning

Difficulties in finding the right wealth manager cited by 48% of the 150 respondents

Equities | 31 May 24

Quilter Cheviot’s MPS adds new US small cap fund ‘amid recent activity’

This move comes after a prolonged, intentional ‘underweight’ allocation to this segment of the market.

Investment | 30 May 24

Industry experts react as FCA anti-greenwashing rule takes effect

The new rule takes effect from 31 May

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.