United Kingdom
Financial planning | 8 May 24
Advanta Solutions acquires City of London advice firm
It marks Advanta’s first acquisition in 2024 and the eighth in total
Middle East | 8 May 24
Julius Baer International creates new senior role for UNHWIs and hires three managers
Stefano Lupi joins from Pictet as head of cross assets markets UK
Investment | 7 May 24
Ex-CEO of Shard Capital Partners fined and banned by FCA
The decision following two separate instances of providing incorrect information about clients’ cash
Titan Wealth tops £17.4bn in assets with acquisition of Wigmore Associates WM
Titan Wealth has a goal of £50bn in assets under administration in the next three-to-five years
Chase Buchanan WM names Darren Fletcher as new head of global sales
He previously worked at Chase de Vere, independent financial advisers