Financial planning | 31 May 24
Canaccord Genuity to acquire £900m AUM chartered adviser Cantab AM
The acquisition is expected to be completed within the quarter ended 30 September, 2024
Private equity backer of Kingswood takes 68.4% of the AIM-listed wealth group
This follows the anticipated approvals by regulatory authorities in the US, UK and the Republic of Ireland
Financial planning | 31 May 24
Nearly two thirds of HNW expats in UAE ‘not actioned’ family tax, estate planning
Difficulties in finding the right wealth manager cited by 48% of the 150 respondents
Quilter Cheviot’s MPS adds new US small cap fund ‘amid recent activity’
This move comes after a prolonged, intentional ‘underweight’ allocation to this segment of the market.
Investment | 30 May 24
Industry experts react as FCA anti-greenwashing rule takes effect
The new rule takes effect from 31 May