Employee-owned wealth manager Bentley Reid has opened an office in Dubai, Bentley Reid (DIFC) Limited. The company is incorporated in the Dubai International Financial Centre (DIFC) and has been ...

Brooks Macdonald has appointed Andy Robinson as chief people officer, effective from 10 November. He will also become a ...

The UK Treasury has greenlighted the Financial Services Skills Commission (FSSC) to report on how to upskill the workforce to ...

The new EU exit/entry system (EES) could lead to investigations into the personal finances of clients who travel abroad. The new EES border controls came into operation on 12 October, and the system ...

Quilter Cheviot International has appointed Maria Gardner as investment director in its Jersey office to enhance its offering to higher net worth clients across the UK, Europe and internationally.

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 ...

With the UK Government now implementing tougher rules for non-doms, RL360°’s head of technical services Neil Chadwick explores the implications and possible solution using a multi-jurisdictional case ...

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 ...

The financial advice market is set for a large amount of client switching, according to Time Investments. Its report found that although Millennials and Generation Z earning over £50,000 ($63,466,€ 58 ...

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 ...

The financial services group has made 92 promotions across its global offices, including four senior appointments. The promotions, which cover all levels from administrator to divisional chief ...