United Kingdom
CISI names Daniel Ogier-Keltie as Guernsey branch president
He has over ten years of experience in the financial services sector
French asset manager to pay €250m to investors unable to access their funds since 2020
Over 50 instances were identified where hospitality had been received by H2O employees but was not properly declared
Hargreaves Lansdown accepts £5.4bn private equity takeover bid
The revised offer is 1,140p per Hargreaves Lansdown share in cash
Financial planning | 9 Aug 24
One in five HNWIs back ‘pension pot for life’, plus rise in annual allowance, ‘tax free’ lump sum
The firm’s fifth Saltus Wealth Index surveyed 2,000 people with assets of £250,000 or more and pension pots worth average of £484,000
Financial planning | 8 Aug 24
Voyant integrates financial planning tool with data from behavioural finance experts Oxford Risk
The integration will be released in Q3 2024