Banking giant Credit Suisse "helped" thousands of its US customers avoid tax by opening Swiss accounts on their behalf, a report has claimed.
The Financial Conduct Authority (FCA) has won its battle against two unauthorised investment schemes after the High Court ruled they were to be classed as collectives and therefore must be regulated.
The Wealth Management Association has warned the aims of the RDR could be undermined if advisers continue to be given non-monetary benefits.
Need for advice among high-value investors still increasing.
Ian Porter, head of wealth management at Sanlam Private Investments, talks to Ruth Gillbe about the group's aspirations, asset allocation, and key investment themes.
Overhauled pricing model will see majority of D2C platform's clients paying 0.45% annual fee.
The chairman of the Treasury Select Committee, Andrew Tyrie, has written to the Financial Conduct Authority head Martin Wheatley calling on the regulator to do more to crack down on banks' poor sales practices.
State Street UK has been fined £22.9m by the Financial Conduct Authority (FCA) for overcharging clients on a range of financial transactions.