Generali acquires Merrill Lynch Ucits provider
The firm’s banking arm has also agreed to buy 90% of a Swiss wealth manager
Author: Robbie Lawther
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Neuberger Berman launches three fixed income funds
The strategies will be registered for sale in the UK and Europe
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CII approves St James’s Place CPD framework
Training scheme will feature face-to-face, e-learning, webinars and reading packages
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Jersey authorities hope Lumiere case keeps investors vigilant
Lumiere Wealth managing director Christopher Byrne was jailed for selling fraudulent investments
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AmMetLife launches Malaysian life plan
The new solution will include coverage of genomic testing for customers diagnosed with cancer
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Pacific AM and DeVere to launch mutual fund range
Active multi-asset solutions and a global equity income fund on offer
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Wealthy Indian families driving family office growth
Rapid expansion of Indian UHNWIs propelling demand for better ways to invest money and manage assets
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Most UK advisers happy to promote their profession
But Prudential survey found there is a fear about how the industry will entice new recruits
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AFH makes its largest acquisition for £10m
Advice firm says there is money in the bank to buy more advice businesses
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New Zealand life insurers pay most commission
NZ reserve bank said the high level of commission life insurers pay to advisers can create ‘conduct risk’
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Former Lumiere Wealth boss gets 7-year jail term
Sentencing was delayed as the fraudster helped Guernsey authorities with a similar investigation
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Fidelity launches water and waste fund
It will be available for sale in 23 European countries including the UK, Luxembourg, France and Germany