HSBC has appointed Ida Liu as CEO of HSBC Private Bank to strengthen cross-border connectivity across key wealth corridors and accelerate the growth of the Private Bank globally. Liu, who joins on 5 ...

The FCA has banned Verus Financial Services from providing financial advice and placed tighter restrictions on the firm using assets without the regulator’s permission. The decision comes on the back ...

Next year is shaping up to be yet another eventful year for investors, who will no doubt be looking to their advisers for support, reassurance, and a steadying influence. These are key aspects of the ...

Investment platform AJ Bell has launched a new portfolio in its Gilt MPS range, Gilt MPS 4, which is now available via the AJ Bell Investcentre platform. Since launching in April 2025, AJ Bell said ...

FWD’s pension business consists of mandatory provident funds (MPF) and occupational retirement schemes ordinances (Orso). The deal also includes the acquisition of FWD Pension Trust, the firm’s ...

The Australian Securities and Investments Commission (ASIC) has taken legal action to prevent Spice Capital Partners and its founder CEO Colin Oxlade from engaging in unlicensed financial services ...

Switzerland-headquartered financial services provider VZ Group has acquired a 50.1% stake in UK financial advice company Lumin Wealth for an undisclosed sum. The collaboration allows VZ to “gain its ...

Kingswood Group has launched its advice academy after four trainees from across the UK started the 24-month programme. The wealth firm will follow in the steps of St James’s Place, Openwork, Schroders ...

Georgios Leontaris has been promoted to chief investment officer for Europe international and Mena region, effective from 1 September 2021. He is based in Geneva and will develop the house view, asset ...

Hamburg-based owner-managed family office Lennertz & Co has appointed Achim Uebele, a “recognized expert in strategic consulting for wealthy clients, single-family offices, and foundations”. The ...

Swedish wealth manager Söderberg & Partners has made investments in four more IFA firms as it expands its presence in the UK financial advice space. The firms are George Square, based in Nottingham, ...

IQ-EQ has announced the acquisition of institutional cross border fund platform Gordian Capital as part of its global expansion strategy. Gordian CEO and co-founder Mark Voumard will continue to head ...