PEOPLE MOVES: CII, Saltus, Ocorian
COO to step down from professional body, as wealth firm makes c-suite change
Author: Robbie Lawther
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Lombard Odier bolsters Japan offering with partnership
Agreement expands on deal signed in Singapore in 2018
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European fintech firms join forces to offer wealth tools
In a bid to help advice companies adapt to the digital world
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Accountancy group sets up wealth management arm
Company hires former director of an SJP partner firm to run the operation
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UK-Romanian boiler room fraud losses hit £1m
Investigation has found over 4,700 victims – but numbers expected to rise
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Ireland to scrap ‘golden visa’ scheme
Following a review of the ‘continuing appropriateness and suitability’ of the programme
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FCA urged to review treatment of clients with mental health problems
As charity finds they are charged 27 times more for insurance products
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UK advice group suffers cyber attack
Company ‘will ensure that clients will not suffer financial loss’ if personal data held by the firm is misused
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Fintech firm buys online Islamic Wills providers
To expand its services alongside pensions and savings
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Kingswood launches Aim IHT and ISA portfolio service
As RBC Wealth Management finds inheritance tax planning is top concern for HNW Brits
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Gary Harvey to step down as CEO of St James’s Place Singapore
While the firm appoints its Hong Kong chief executive as Asia partnership director
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Bill Vasilieff ‘lured’ out of retirement to set up UK advice firm
Swedish-headquartered group will offer IFA and investment management services across Britain