Hong Kong SFC bans ex-UBS associate director for life
His criminal convictions led the SFC to consider him not a fit and proper person to be licensed or registered to carry on regulated activities
People Moves | 2 Sep 24
Evelyn Partners hires Rachel Bleakley as associate director of financial planning team
Before joining Evelyn Partners, Bleakley was a wealth planner at Succession Wealth
Investment | 30 Aug 24
Titan Wealth to close multi-asset range of funds in one month
The news follows Tavistock’s termination of its partnership with Titan last month
Tweed Wealth Management adds £80m with latest wealth manager acquisition
The acquisition of CWC will enable the firm to ‘enhance its offering to UK sports professionals’
Investment | 28 Aug 24
Quilter Cheviot lowers fee for nominee managed portfolio service
Quilter Cheviot’s MPS has been added to Aegon’s and Nucleus’ platforms