PEOPLE MOVES: Vontobel, Lazard AM, Progeny
CEO to leave financial services giant, while chief executive of Middle East steps down from asset manager
Author: Robbie Lawther
-
-
EU proposes regulatory changes to ‘protect and empower’ retail investors
It confirms inducement ban will be for ‘execution-only’ sales
-
UK lifeboat scheme cuts 2023/24 levy to £270m
But FSCS says it continues to see increasingly complex firm failures within the Sipp and DB pension advice areas
-
FSCS investigating Portuguese advice firm with links to Sipp providers
Lifeboat scheme also announced two companies have failed
-
£4m investment fraudster jailed for seven years
Victims were promised returns in regions of 9-12%
-
Young Brits think more long-term about dating than investing
FCA wants investors to ‘re-think their approach’ to the financial markets
-
FWD signs bancassurance partnership deal in Macao
To help bolster bank’s wealth management offering
-
Inheritance tax receipts raise £600m in one month
UK government’s ‘proverbial golden goose looks set to continue to deliver’
-
Abrdn to revamp adviser platform offering
Company said it is ‘committed to making things simple for advisers’
-
Canada Life creates professional trustee service
In a bid to ‘relieve the onerous requirements for advisers and their clients’
-
Professional services business sets up Cayman Islands operation
Firm has an international trust and private client offering
-
AMP hit with A$24m fine for charging deceased customers
Several subsidiaries continued to charge premiums and fees on their super accounts