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News

Companies | news 3 Mar 23

Progeny to acquire financial planning firm Gibbs Denley

A deal which will take AuM to more than £7.5bn

Rainbow foil balloon number, digit three or triple

Companies | news 3 Mar 23

Kingswood and Stonehage Fleming deals get over the line

As private equity firm get regulatory nod to take majority stake in Boston Multi Family Office

What challenges do advice firms face with Consumer Duty?

Best Practice | news 3 Mar 23

What challenges do advice firms face with Consumer Duty?

Regulator is expecting companies to put their customers’ needs first – and be able to prove it

Singapore

Asia | news 2 Mar 23

Wellington Management unveils funds to Singapore retail market

To expand its offerings in the Lion City

Companies | news 2 Mar 23

Withers invests in digital estate planning platform

Law firm will initially offer the service to clients in the UK before rolling it out in other markets

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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.