Wealth Management
Guernsey regulator fines wealth company directors £60,000
Company was promoting and advising clients on structured notes which was outside its licence
Dozen UK firms in default during March 2020
Lifeboat scheme said clients could be able to get back money they have lost
UK wealth management app partners with regtech platform
Agreement aims to keep customers’ investments and accounts ‘safe and protected from financial crime’
Family offices in Asia pursue growth despite coronavirus
As relationship managers are warned about moving firms in the current market environment
Fund manager unveils free adviser platform
While tech firm waives licence fee to access its digital tools during covid-19