If you have a client planning a return to the UK – forced or voluntarily - the UK’s new tax regime offers compelling reasons to start planning now, writes  Raquel Plaza (pictured above) from Blevins ...

In this episode of IA's In The Loop podcast, IA publisher Gary Robinson travels to Rio de Janeiro to speak with Bruno Rangel from Invest Smart XP. They discuss Rangel's role at Invest Smart, how the ...

UK-based Progeny has agreed to acquire international wealth management company The Fry Group for an undisclosed sum. The deal, subject to regulatory approval, will allow Progeny to extend its ...

Georgios Leontaris has been promoted to chief investment officer for Europe international and Mena region, effective from 1 September 2021. He is based in Geneva and will develop the house view, asset ...

Governors of major central banks seem to agree on one thing: rate hikes cannot go on forever. Recent signals from the US Federal Reserve (Fed), the Bank of England and the European Central Bank (ECB) ...

IQ-EQ has announced the acquisition of institutional cross border fund platform Gordian Capital as part of its global expansion strategy. Gordian CEO and co-founder Mark Voumard will continue to head ...

Switzerland-headquartered financial services provider VZ Group has acquired a 50.1% stake in UK financial advice company Lumin Wealth for an undisclosed sum. The collaboration allows VZ to “gain its ...

The UK Public Accounts Committee has released its latest report into the British Steel Pension Scheme (BSPS) scandal which found a series of shortcomings from the financial regulator. While the ...

South African wealth and investment advisory firm Carrick Wealth has expanded its offering with specialist fiduciary and planning services for high net worth clients, families and businesses. The ...

The CFA Institute Research and Policy Center has released new research exploring how AI and machine-learning technology can address critical issues facing the global pensions industry. Demographic ...

Elevation Financial Group (EFG) has bought three IFA practices just days after it completed a debt raise to fund an “extensive acquisition programme”. EFG has acquired Oakham-based J P Leefe and ...

Global wealth manager Indosuez Wealth Management has acquired 70% of UK-headquartered Wealth Dynamix for an undisclosed sum. The wealthtech firm was founded in 2012 and provides client lifecycle ...