Sapia Partners has agreed to pay more than £19m to WealthTek clients after failing to protect client money. The FCA has censured Sapia after finding the firm did not put enough safeguards in place to ...
The FCA has chosen eight firms to join its second cohort of finance firms live testing AI applications. Speaking at UK FinTech Week, the FCA’s chief data, information and intelligence officer Jessica ...
AES International CEO Sam Instone says the decision that will most determine how wealthy clients are at retirement isn't how much they save. It's how they invest. After decades working with successful ...
Utmost Group saw record gross inflows of almost £10bn in 2025 on the back of net flows returning to positive territory. The group’s full-year results for 2025 show gross inflows of £9.7bn, up from £6.
Earlier this year, I spent time travelling across Scotland, sitting down with advice firms from town to city, office to office. What struck me then was a market shaped by heritage. I saw firms built ...
British pensioners planning to retire overseas this tax year could miss out on more than £77,000 in state pension income over 20 years if they move to certain countries due to the UK’s frozen pension ...
Global wealth manager Indosuez Wealth Management has acquired 70% of UK-headquartered Wealth Dynamix for an undisclosed sum. The wealthtech firm was founded in 2012 and provides client lifecycle ...
Mike Coady is Chief Executive Officer of Skybound Wealth Management and a highly influential leader in the international financial advisory sector, with a strong track record of building and scaling ...
South African wealth and investment advisory firm Carrick Wealth has expanded its offering with specialist fiduciary and planning services for high net worth clients, families and businesses. The ...
Employees in the UAE do not have enough money set aside for rainy days, research by Friends Provident International (FPI) found. According to the life company, as many as 57% of the UAE workforce ...
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 ...
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