Regions
Financial planning | 10 Jul 24
VIDEO: Highlights of the II Connect 2024 event
Click on this video to view highlights of this year’s sold-out II Connect 2024 event held in Marylebone, London at the end of May
Regulation | 10 Jul 24
FCA actions FATF call for criminal record checks on new firm owners
Currently, the UK regulator requires only risk-based checks on some applicants
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
Wealth and tax manager Old Mill unveils new look board of directors
Newly appointed CEO is Mark Neath, and the firm’s new managing director is Jolyon Stonehouse
Fiera Capital launches US small to mid cap strategy for European investors
The portfolio typically holds 60 to 90 names and consists of companies between $150mn and $10bn