PEOPLE MOVES: JTC, Indosuez, UBS, Intrinsic
JTC hires duo for new private office and Indosuez appoints Gulf market manager
Author: Robbie Lawther
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Irish wealth firm launches portfolio monitoring tool
The solution analyses client portfolios to assess positions, asset allocations and risk profiles
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JTC Group expands global reach with Minerva purchase
Acquisition adds new Dubai office and extends the firm’s reach in sub-Saharan Africa, India and Asia
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Thesis launches IFA research and consultancy service
Asset manager will help financial adviser firms create and manage investment solutions for clients
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SJP joins forces with expat support firm in Singapore
The wealth manager will provide advice to Expatland Global Network clients in the Lion City
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FCA takes legal action against pension firm
The regulator said Avacade conducted ‘regulated activities’ without permission and ‘misled’ clients
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HMRC logs 62% rise in disputed tax collected through mediation
Mediation provides speedy method of resolving disputes, benefiting both taxpayers and Treasury
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Top fund groups team up to launch retail impact platform
Firms join forces with The Big Issue magazine to give investors access to ethical investments
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MassMutual Int’l sells Hong Kong-based life business
Yungfeng Financial Group and several Asia-based investors will collectively hold 100% of the company
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Quilter’s DFM closes Tier 1 investment offering to new clients
The discretionary fund manager will continue to offer the service to existing customers
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Regulation sparked Deutsche Bank’s UK financial planning plans
The firm is ‘committed to building a model advice-led wealth management business in the UK’
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Stonehage Fleming partners with US wealth firm
Both will be able to expand their client offerings and geographical capabilities