M&G acquires minority stake in digital wealth manager
As the two firms partner to create UK investment service
Wealth manager buys Yorkshire IFA company for £1.5m
Acquirer has a ‘strong pipeline’ of UK opportunities
Regulator charges ex-UBS adviser with stealing $5.8m from client
He allegedly spent most of the money on ‘gifts for several women with whom he had romantic relationships’
Advice sector ‘doesn’t think one way about anything’
As 76% of firms say they are happy with their current level of organic growth
Swiss trust law ‘exciting development’ for wealth market
Industry believes it may take a while for the structures to gain international recognition