London-based boutique wealth management firm K2 Private Wealth has launched this week, seeking to attract clients finding it difficult to access traditional private banks
Ultra high net worth individuals (UHNWI) are prioritising second passports as they seek to mitigate risks presented by geopolitical uncertainty and changing tax regimes, and capitalise on emerging opportunities, according to CS Global Partners
The Financial Conduct Authority (FCA) has announced plans to streamline the rules on the types of funds that investment firms must hold to absorb losses during periods of stress
All eight of Royal London Asset Management’s (RLAM) funds in its £11bn sustainable fund range will adopt the Sustainability Focus label under the Financial Conduct Authority’s (FCA) Sustainability Disclosure Requirements (SDR)
Real asset investment firm Azora has launched Azora Private Solutions, a global investment management platform aimed at private investors and family offices
Canada-based small cap investment boutique Langdon Equity Partners has launched a new UCITS fund for investors in the UK and Europe
Japanese financial services company Nomura has reached an agreement to acquire Macquarie’s US and European public asset management business for $1.8bn
Wealth management firm TrinityBridge has announced plans to relocate to a new London headquarters in Marylebone
Wealth and investment management firm 7IM has appointed Elizabeth Chambers as independent non-executive director (NED)
Rathbones appoints Simonetta Rigo as chief client officer
FNZ hires new group CEO as founder steps down from role
Evelyn Partners makes two business development appointments
Quilter Investors hires Alex Daniels as manager research analyst
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FCA concludes consumer investment policy sprint
Nikhil Rathi reappointed as FCA chief executive for second term
Standard Chartered launches alternative sports fund for HNW clients
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Advisers and wealth managers seeking more support on IHT planning
Advisers and clients emphasise importance of including families in wealth transfer process
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Demand for bespoke investment services rising as clients seek greater choice
M&G partners with FNZ to expand access to PruFund range
FCA launches second consultation on CCIs
Benchmark Capital buys remaining stake in Oculus Wealth Management
Quilter Cheviot and WealthSelect MPS become available on AJ Bell’s platform
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