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 ...

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 ...

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 ...

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 ...

Capital International Group has acquired fund services provider APW Investors (APWIL) as part of its growth strategy in Jersey. The deal, which follows Capital International’s acquisition of ...

Inheritance tax (IHT) receipts hit £3.7bn for the first five months of the 2025/26 financial year (April to August), new figures show. HMRC data shows receipts for the period rose 5% compared with the ...

As we look ahead to the fourth annual II Latin America Forum 2025 which is to be held in São Paulo, Brazil, on September 17, 2025 we present some highlights of 2024 event, which was held in Montevideo ...

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 ...

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Sequencing risk for clients went from an “ethereal concept” to a “reality” for advisers in 2020 as many customers feared they wouldn’t be able to afford to retire, research by Acentric and NextWealth ...

Luna Investment Management (Luna IM), a specialist investment management firm, and the North West’s largest independent discretionary fund manager, has been awarded CISI Chartered Firm™ status for ...