Europe
Brooks Macdonald names date to ‘report outcome’ of international business strategic review
Overall FUM for the group was up 7.0% over FY24 to £18bn
Jersey regulator apologies for data breach on 261 people with trusts, companies
This is the second time in 2024 where the island regulator has flagged breaches
ESMA to probe investment firms’ order execution policies under MiFID II
The aim is to foster investor protection by improved technical standards
WisdomTree partners with Trading 212 to offer ETF model portfolios to UK, European investors
There are three core model portfolios and three thematic model portfolios
Swedish wealth manager Söderberg & Partners invests in trio of IFA firms
Most recently, in April, Söderberg & Partners made investments in four IFA firms