The European Commission’s publication of the draft legal framework governing Gibraltar’s post-Brexit position has been described in measured language; procedural, technical, long overdue. In practice, ...

In this podcast and video, the latest in IA's In The Loop series, IA Publisher Gary Robinson speaks with John Westwood, group chairman of Blacktower Financial Management, as he celebrates 40 years of ...

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 ...

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 ...

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 ...

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 ...

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 ...

IQ-EQ has announced the acquisition of institutional cross border fund platform Gordian Capital as part of its global expansion strategy. Gordian CEO and co-founder Mark Voumard will continue to head ...

Elevation Financial Group (EFG) has bought three IFA practices just days after it completed a debt raise to fund an “extensive acquisition programme”. EFG has acquired Oakham-based J P Leefe and ...

The new offshore group, which covers firms from 12 countries including Mauritius, Switzerland, Malta, Cyprus and Jersey, will pool intelligence and information and develop business between each other, ...

With more than half a million Irish expats living across the UK, US, Australia, Canada and the Middle East, STM Malta has launched a “niche product” to cater to the retirement needs of this growing ...

The wealth management firm has bought Maryland-based registered investment adviser (RIA) firm Seiffert for an undisclosed sum. Founder Perry Seiffert, co-owner Alexia Larson, and portfolio ...