NRI Adviser
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
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
Investment | 30 May 24
Industry experts react as FCA anti-greenwashing rule takes effect
The new rule takes effect from 31 May
MAS expands ‘fair dealing’ guidelines to all financial institutions in Singapore
New guidelines aim to raise standards of fair dealing and improve the experience of customers