In light of this news, two Moody’s Ratings reports from 2024 speak to the opportunities this present to the private credit ...

Julius Baer Group said on 7 January it has agreed to sell its domestic Brazilian wealth management business, Julius Baer ...

Crestbridge Family Office Services (FOS) has promoted four members of its team in Jersey, as the firm looks to maintain its ...

Foster Denovo has made its first acquisition of 2025 with the addition of Scotland-based Verum Wealth. It marks the firm’s ...

The UK government’s Treasury Committee has today (7 January) launched a call for evidence focused on the Lifetime ISA, which ...

The International Adviser Global Financial Services Awards for 2025 will be launched tomorrow with all categories for 2025 ...

Audit, tax and consulting firm RSM UK has appointed Lisa Macpherson-Fletcher as Edinburgh-based tax partner in the private ...

The Wren Sterling Group said on 3 January that executive chairman Ian Darby left the company at the end of 2024.

International financial advisory firm Hoxton Wealth has announced that Jordan Maxwell has joined the firm as a financial ...

The Chartered Institute for Securities & Investment (CISI) has appointed Steven McBurnie CFP™ Chartered FCSI (Financial ...

Here she offers up twelve tips and ideas for 2025 based on her professional financial planning experience.

The Isle of Man Financial Services Authority said on 2 January that it had become aware of a “bogus” website after the ...