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United Kingdom

brooks macdonald sees strong first quarter

United Kingdom | 17 Apr 14

brooks macdonald sees strong first quarter

Brooks Macdonalds discretionary funds under management have risen by 4.2% to reach £5.9bn in the first quarter of this year.

boniface venture aims at post fatca market

North America | 16 Apr 14

boniface venture aims at post fatca market

Pensions expert Keith Boniface has come out of a short-lived retirement to launch a joint venture which looks to target US expats in a post-FATCA marketplace.

fscs annual levy jumps

United Kingdom | 15 Apr 14

fscs annual levy jumps

The FSCS has announced that its total annual levy for 2014/15 will be less than predicted, but financial advisers will face an increase in charges.

acordias sold to rowan dartington donnelly

United Kingdom | 14 Apr 14

acordias sold to rowan dartington donnelly

Isle of Man based platform Acordias has been acquired by Rowan Dartington.

brooks macdonald acquires dpz capital

United Kingdom | 14 Apr 14

brooks macdonald acquires dpz capital

Brooks Macdonald has acquired Jersey-based wealth manager DPZ Capital through one of its subsidiaries, with a view to accelerating its international expansion.

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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. Site managed by Furness Media