Industry
All the news from tax, regulation, people moves, offshore bonds and platforms
Companies 3 May 24
MWA Financial grows AUM by £100m with acquisition of UK financial adviser
All three advisers and their support staff will all remain with the business
Companies 3 May 24
Guernsey Finance opens office in central London
The decision to open an office was made following a lengthy consultation with industry stakeholders
Financial planning 3 May 24
Janus Henderson strikes strategic partnership with wealth arm of National Bank of Kuwait
Janus Henderson plans to launch a number of emerging markets focused alternatives strategies in second half of 2024
Africa 3 May 24
Mourant makes 56 promotions across Caymans, Guernsey, HK, Jersey, London, Mauritius offices
Last year, Mourant completed its expansion into Luxembourg and launched a new office in Singapore.
US fintech Marygold & Co acquires its second UK financial planning firm
SBS has approximately £27m in assets under advice
Regulation | 2 May 24
What the non-dom tax changes mean for expats residing in the UK
Choosing a place to live globally isn’t solely based on tax considerations
Investment | 2 May 24
Dynamic Planner boosts DFM model portfolio research capabilities
Past performance for over 900 DFM MPS solutions currently risk profiled has been added
Financial planning | 2 May 24
HSBC Life UK launches inheritance tax calculator for advisers
Advisers can select a range of options including current IHT liabilities for clients and future liabilities based on increased asset values
Canaccord Genuity WM names David Muncaster for newly-created international distribution role
He will cover UK distribution, Guernsey, Jersey, and the Isle of Man and oversee the international sales in Europe, Middle East, and Asia.