Companies
Global HNW families worried about passing wealth to next gen
63% believe that the millennial generation is not as committed
Julius Baer reportedly eyes China wealth joint venture
It wants to join forces with a local firm to tap into the country’s growing financial services sector
British Steel IFA firm enters liquidation
It stopped offering DB transfer advice and suspended its permissions in 2017
Sovereign Group completes double M&A swoop
It has bought a tax advice firm in Portugal and a trust company in Gibraltar
FCA writes to 55 firms over misleading financial promotions
No enforcement action has been taken but the UK watchdog has a ‘number of ongoing investigations’