Wealth Management
UK financial planner merges with wealth manager
Deal increases assets under influence to around £700m
Wealth management giant shuts Hong Kong office
It wants to focus on its ‘strong international footprint’ in UK, EU, Middle East and Latin America
IFAs putting firms up for sale to beat expected CGT changes
Advisers want to make sure they don’t ‘incur higher tax burdens’
UBS poaches HSBC Private Bank boss to run Qatar wealth office
It hopes to hire around 20 people for the newly created operation by the end of 2021
Wealth platform raises funds to finance international growth
US and Swiss investors spent $4m to boost the firm’s tech offering