London-based IPS Capital acquires Greenwood Financial Planning
The acquisition boosts group assets under management to c£950m
Middle East | 4 Oct 24
DFSA fines OCS International Finance Limited over ‘mismanaged’ $46m of client funds
The Dubai Financial Services Authority also imposed a fine on the CEO of OCS
JTC appoints Lloyd Collier as senior director for institutional client services in Ireland
He will be based in London and report directly to the regional head of UK & Ireland
Financial planning | 3 Oct 24
Major life events and milestones prompt 12.5m UK adults to seek financial advice or guidance
The St. James’s Place study surveyed just under 12,000 individuals
Uncategorised | 3 Oct 24
WTW acquires stake in UK wealth manager atomos
The investment follows a ‘successful alliance’ with atomos since the end of 2022