The Financial Services Regulatory Authority of Ontario (FSRA) has granted regulatory approval for DeVere Group to launch an office in Canada. The financial advisory firm will establish DeVere Canada ...

Inheritance tax planning and where to invest in the AI ecosystem were among the themes discussed at this year’s II Connect where speakers and delegates from the international financial services ...

The international wealth advisory model is no longer just under pressure. It is changing in a fundamental way. However, much of the industry continues to operate as if the old assumptions still apply.

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 ...

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 ...

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 ...

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 ...

The disposal is part of a plan announced in November by Europe’s third-biggest insurer to withdraw from less profitable markets where it lacks scale, and to focus on core countries. It follows a $172m ...

The discretionary fund management (DFM) operation of Frenkel Topping Group has formed a joint venture with advisory firm Truly Independent. This comes days after a deal collapsed to sell the ...

The Qatar Financial Centre (QFC) Regulatory Authority has banned the former director of Horizon Crescent Wealth (HCW), Robert Sharratt, from carrying out any function for firms in the QFC. The ...

The US Securities and Exchange Commission (SEC) found that Citigroup failed to ensure that the billing rates entered into its computer system were accurate and reflected the rates outlined in client ...

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 ...