Hong Kong’s Securities and Futures Commission (SFC) has fined UBS AG $8m for misclassifying professional investors (PIs) for over 12 years due to inadequate internal systems.
Scammer Jody Smart has reportedly lost her appeal against a fraud conviction for her involvement in the €35m Continental Wealth Management (CWM) pension scandal. Smart, an ex-fashion model, was ...
In this revealing Q&A session, CGW’s Founder and Strategic Director Peter Doyle (PD) speaks with IA Publisher Gary Robinson (GR) to discuss the alternative, sophisticated investment market — and why ...
UK advice firm Fairstone has seen client assets under management reach £20bn, according to its latest annual results. The ...
The UK's chancellor is reportedly reviving plans to cut the tax-free limit on cash ISAs to push more savers to invest in the ...
Fulcrum Asset Management (AM) has appointed Sara Rejal as chief strategy officer. Rejal will report to chief investment ...
WH Ireland shareholders have vetoed plans for Oberon Investments to acquire the firm’s wealth management business at WH ...
More than half of the British public wants inheritance tax (IHT) to be abolished, according to a new poll by YouGov, ...
Banque Transatlantique has launched a UK-based investment management arm, Transatlantique Private Wealth (UK). The firm is ...
Utmost Wealth Solutions has warned UK chancellor Rachel Reeves not to underestimate just exactly how internationally mobile ultra high net worth individuals are these days, as the UK Government ...
Skybound Wealth has launched a new initiative with GEMS Education, one of the world’s best known private education providers. Through the collaboration, GEMS parents will gain exclusive access to ...
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