UK watchdog launches inquiry into Nucleus/Curtis Banks deal
It wants comments on the transaction from any interested party by 2 August
Author: Robbie Lawther
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CFA Institute signs partnership deal with DIFC Academy
In a bid to upskill investment management professionals across the Middle East
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PEOPLE MOVES: M&G, Aviva Investors, TIME
Savings giant hires life insurance CEO, as asset manager names global head of distribution
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UK-based adviser loses regulatory permissions
After he failed to file returns to the FCA
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Sun Life rolls out insurance plan for HNWs in Singapore
There has been a ‘growing trend’ where clients are seeking investment elements within their policies
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Lombard Odier eyes office in DIFC
Swiss private banking giant said it is in the process of obtaining a licence to set up in the centre
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PEOPLE MOVES: EFG Int’l, Old Mill, Omnis Investments
Financial services group names CEO of private bank, as wealth manager makes c-suite change
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FCA writes to platforms over interest on cash balances paid to clients
UK watchdog wants to understand how firms have considered their approach to this in line with the Consumer Duty
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IFA group opens office in Lincolnshire
As the company looks to expand its footprint across the UK
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DIFC Insurance Association joins AILO as affiliate member
In a bid to broaden its network ‘to include other global marketplaces’
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Just under half of HNW Brits not taken advice on IHT planning
As majority of UK adults planning to pass on wealth in their lifetime have not considered how and when to do this
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Moneyhub teams up with wealth management solutions provider
To improve advisers’ ability to help their clients identify and monitor progress against their goals