Latest news
Crédit Agricole wealth management arm acquires wealth tech firm
Indosuez Wealth Management has acquired Wealth Dynamix
Parmenion partners with Mabel Insights to roll out portfolio analysis tools for advisers
Parmenion says it can arm advisers with data to better inform their decisions
Investment | 18 Nov 25
Capital International to open Dubai office
The Isle of Man-based firm has received approval from the Dubai Financial Services Authority (DFSA)
Financial planning | 18 Nov 25
Titan Wealth buys Thomas Carroll IFA
The South-Wales based firm has £160m of assets under advice
Investment | 17 Nov 25
UK advisers say cash ISA cut won’t increase domestic investment
68% of IFAs said that reducing the cash ISA limit won’t encourage investment in UK equities