United Kingdom
Financial planning firm completes acquisition of The Fry Group
‘We want to become the global platform for British people’, CEO tells IA exclusively
Wrap platform buys trustee firm and Sipp assets
Taking its assets under administration and on technology to £2.7bn
PEOPLE MOVES: Weatherbys PB, Julius Baer, Highvern
Private bank hires associate director, as wealth manager bolsters Brazil operation
FCA warns investors about mismanagement of trust schemes
UK watchdog says it has seen cases of trustees making ‘unsuitable investments’
HMRC rakes in record high of £7.1bn in IHT receipts
It is ‘no longer a tax only on the wealthiest estates’