Online adviser directory provider Unbiased has revealed the first winners of its new Trusted Professional Annual Awards. The awards are for financial advisers, mortgage brokers and accountants and were presented at an online ceremony this week. Entrants were nominated by clients and peers. The top award, the Unbiased Excellence Award, went to IFA Antony […]
International wealth manager deVere Group has set up a “strategic partnership” with UK Financial Planner Fidelius Group to serve expats returning to the UK. A new brand called Fidelius deVere will be launched to provide bespoke Financial Planning to returning expat clients. As part of the deal, deVere UK has applied to surrender its […]
Boston Multi Family Office has completed its acquisition of IQE, an Isle of Man fiduciary, following approval by the Isle of Man Financial Services Authority. The deal is the first acquisition since the management buyout at Boston in 2019. All of IQE’s services and clients will transfer to Boston’s Isle of Man headquarters. IQE Limited […]
