United Kingdom
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




