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United Kingdom

Companies | 9 May 24

Rathbones Q1 reports 13.6% higher operating income, Investec saw net outflows

The integration of Investec Wealth & Investment is “progressing well” with run-rate synergies now £10.6m

Financial planning | 8 May 24

Alexander Beard Group joins US employee benefits brokerage Assurex Global

The partnership currently includes Griffiths & Armour in Liverpool, and Broadstone Financial Solutions in London.

Financial planning | 8 May 24

Advanta Solutions acquires City of London advice firm

It marks Advanta’s first acquisition in 2024 and the eighth in total

Middle East | 8 May 24

Julius Baer International creates new senior role for UNHWIs and hires three managers

Stefano Lupi joins from Pictet as head of cross assets markets UK

Investment | 7 May 24

Ex-CEO of Shard Capital Partners fined and banned by FCA

The decision following two separate instances of providing incorrect information about clients’ cash

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

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.