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 ...

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 ...

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 ...

Zurich Middle East Life has announced what Walter Jopp will be rejoining the business as chief executive officer (CEO), four and a half years after he previously left the business. Jopp (pictured) ...

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 ...

The companies behind the high-profile Ingenious film and video game tax schemes have not been granted permission to take their legal fight forward in the UK. According to court documents, Ingenious ...

IA: In The Loop EP 4 – In this episode Philip Story, Senior Executive Officer & Head of Distribution – EMEA Investors Trust speaks from the company’s Dubai offices to Gary Robinson, publisher at ...

UK wealth management firm Quilter is reportedly is set to receive acquisition bids from at least four companies, according to Financial Mail on Sunday. The report said that one of the companies is ...

Dubai International Financial Centre (DIFC) is to open a first-of-its-kind environment in Q1 of 2025, “driven by exponential growth and an exceptional pipeline, including from hedge fund spinouts, ...

International Adviser’s IA 100 Industry’s Most Influential 2025-2026 list has been revealed. The heavily anticipated return of the IA 100, for the first time since 2020, sees a number of notable ...

The acquisition will see Barnett Waddington’s SIPP portfolio increase to more than 2975 schemes, representing over £1bn in assets under administration (AUA). Its SSAS portfolio will also grow to 2500 ...