Europe 28 Mar 24

Italy’s Intesa Sanpaolo sets up new wealth management structure in big shake-up

The shake-up is aimed at tackling the challenges facing the European banking sector

Companies 28 Mar 24

Söderberg & Partners names Plannr Technologies as back-office partner

This collaboration marks the latest in a series of tech partnerships

M&A Deals 28 Mar 24

UK’s Wren Sterling adds £265m of client assets with its first adviser acquisition of 2024

Wren Sterling now operates from 13 offices covering 11 locations

Companies 28 Mar 24

What does it mean for a financial services firm to be a B Corp?

Obtaining the certification is not the end of the journey but the beginning

Asia | 28 Mar 24

Jersey’s TEAM aims for acquisitions in Europe, Caymans, Bermuda as AuM/A grow to £1bn

The AIM-listed group is also adding a presence in Guernsey ‘soon to be established’

Asia | 27 Mar 24

Singapore extends suspension of ‘non-specifically permitted’ remittances to China

MAS introduced restrictions on cross-border money transfer services to China on 18 December last year

Financial planning | 27 Mar 24

Six UK tax changes arriving on 6 April investors and others need to be aware of

New tax rates and rules will between them affect most earners, savers and investors

People Moves | 27 Mar 24

Nucleus appoints ex-Canada Life’s Julia Peake as technical manager

In a career spanning over 20 years in financial services, she’s held a number of roles

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