Reaching forty years in financial services is a rare achievement. It is not simply a measure of longevity, it is evidence of ...

Fairlight Capital Partners has appointed William George as partner as it continues its expansion into the adviser and family office markets in Australia.  George, formerly associate director of family ...

Suffolk Building Society (BS) has expanded its criteria to help support British expats living overseas, including allowing them to get a mortgage to self-build a home in the UK, and allowing ...

Titan Wealth is set to acquire financial advice firm Innes Reid Investments to bolster its presence in Northwest England. The acquisition of the Chester-based firm will add 590m of assets under advice ...

Investment management specialist Marlborough has appointed Dom Clarke as CEO to continue to drive forward the company’s ambitious growth strategy. Clarke has held senior roles at the Marlborough Group ...

Tens of thousands more families are set to pay the high income child benefit charge (HICBC) over the next three years, new figures have revealed. HMRC’s official forecasts show that the number of ...

The number of people receiving end year tax demands from HMRC in the UK has soared over the past few years, new data shows. A freedom of information (FOI) request by Steve Webb, former pensions ...

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 ...

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 ...

UK-based Progeny has agreed to acquire international wealth management company The Fry Group for an undisclosed sum. The deal, subject to regulatory approval, will allow Progeny to extend its ...

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 ...