US
Focus Financial in talks with PE firm over sale
There is no certainty that a deal will be agreed
US wealthtech firm sets up Edinburgh office
It is ‘actively recruiting’ to bolster the UK operation
Fraudster jailed for six years over $28m Ponzi scheme
Victims were promised monthly returns ranging from 6% to 35% of their initial investment
North America | 8 Dec 22
How wealth firms should approach the US expat market
Clients have trillions of dollars to invest with very few financial institutions willing to work with them
Robinhood boosts retirement savings offering
In a bid to help US investors build up a sufficient pot for later life