HSBC has appointed Ida Liu as CEO of HSBC Private Bank to strengthen cross-border connectivity across key wealth corridors and accelerate the growth of the Private Bank globally. Liu, who joins on 5 ...
Naysayers were proven wrong after it was confirmed this morning that the acquisition of Friends Provident International (FPI) by RL360’s parent company, International Financial Group Limited (IFGL), ...
The FCA has banned Verus Financial Services from providing financial advice and placed tighter restrictions on the firm using assets without the regulator’s permission. The decision comes on the back ...
Utmost Group has sold its £5bn bulk purchase annuity (BPA) business to JAB Insurance to settle the debt from its Lombard International acquisition in 2024. Utmost launched the the BPA arm, Utmost Life ...
Investment platform AJ Bell has launched a new portfolio in its Gilt MPS range, Gilt MPS 4, which is now available via the AJ Bell Investcentre platform. Since launching in April 2025, AJ Bell said ...
Four in every five (80%) expat employees are experiencing negative mental health symptoms as a direct result of their working environment, according to the fourth non-native Mind Health Report ...
Next year is shaping up to be yet another eventful year for investors, who will no doubt be looking to their advisers for support, reassurance, and a steadying influence. These are key aspects of the ...
The UK's government has refused to commit to a so-called 'pensions tax lock' following a petition launched by AJ Bell, backed by over 22,000 signatories. AJ Bell launched a petition calling for the ...
Skybound Wealth, the global wealth advisory brand of the Skybound Wealth Management Group, is opening a new office Spain, as part of its European expansion. Mijas-based Skybound Insurance Brokers will ...
Raymond James Investment Management (IM), which manages around $118.5bn (£88bn) in assets, has named Jeff Ringdahl as president, effective from 5 January. Ringdahl will be responsible for leading the ...
The Australian Securities & Investments Commission (ASIC) has suspended the Australian financial services licence of MW Planning for failing to replace its responsible manager after ASIC banned its ...
In this latest video, the second episode of Investment International's new video series - The Breakfast Briefing - Sam Instone, CEO, AES International, meets with II's Head of Digital, Dan Charles in ...