NRI Adviser
Financial planning | 10 Jul 24
John Lamb Hill Oldridge launches dedicated offshore bonds advice team amid high demand
Reasons for the sharp leap in demand include freezes, reductions to income tax and CGT thresholds, allowances
Tavistock ends deal with Titan Wealth citing unacceptable performance
Tavistock has a network of more than 400 advisers and other business introducers working with more than 110,000 UK retail clients
Regulation | 8 Jul 24
FCA cautions adviser firms over challenges of overseeing overseas representatives
Advisers should consider terminating agreement with overseas appointed reps if they ‘cannot adequately monitor’ their activities
Financial planning | 8 Jul 24
Chartered UK adviser Skerritts Group adds £400m AUM with acquisition of KMG Independent
This brings the number of deals that Skerritts Group has completed since the Sovereign investment up to nine
Nordea Bank charged by Danish crime unit over AML failings on €3.5bn of transactions
This is claimed to be the largest money-laundering case in Danish history