PEOPLE MOVES: Octopus Investments, Progeny, Sigma Private Office
Investment firm makes CEO change, as financial planning group names head of academy
Industry
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Canaccord bosses take aim at RBC valuation
As the firm’s senior management team formalises its offer to take the company private
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Edmond de Rothschild sets up Dubai office
It has private wealth hubs in a range of European countries including Switzerland and Luxembourg
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ESG investing ‘experiencing significant growth’ in Middle East
Region is undergoing a generational shift changing how private clients operate
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Abrdn sells UK and Jersey DFM business for £140m
Asset manager believes another owner is ‘better placed to invest to deliver greater scale’ in the operation
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AIA creates wealth operation in Philippines
It has partnered with several asset managers to provide investment products in the region
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AIC launches course and certification for advisers
Accredited by the CII and CISI, it covers essential investment company topics
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Global wealthtech firm in ‘active discussions’ over €5.5bn sale
There is no certainty that a deal will be agreed
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IFA and financial planning business valuations surge 20%
As demand for acquisitions remains strong with 90 deals announced in 2022
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Four more UK advice firms fail
Including two companies with links to the British Steel Pension Scheme
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Global financial services group buys Guernsey trust business
To bolster its offering in the Channel Islands
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59% of potential expats concerned about tax implications of moving
‘Crucial’ advisers can help reduce the time people spend worrying about money matters