PEOPLE MOVES: Invesco, Julius Baer, Societe Generale
Head of multi asset retires from investment firm, while wealth manager reshuffles Americas team
Industry
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Financial services firm buys Scottish rival
Both companies have wealth management and private client offerings
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Wealth manager set to complete eight advice acquisitions
Deals will add £1.4bn in AuM
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Investment firm partners with global tech provider
To give wealth industry more access to private market strategies
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Professional services group sets up wealth management arm
It has hired a former Investec W&I associate director to run the operation
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Kim Kardashian to pay $1.26m to settle crypto charges
She tried to sell digital assets on social media without disclosing she was being paid by the provider
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‘Expert’ investors value ESG more than novices
Majority of savers believe sustainability is crucial to delivering long-term returns
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Accidental Americans lose US lawsuit
But the association has already appealed the decision
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What does the advice sector want from FCA director of international?
UK regulator is looking to improve its engagement overseas
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South African firm buys 50% stake in financial services group
Acquired company offers wealth management and retirement fund administration services
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Scammers target wine investment scheme victims
While more than half of Brits have been contacted by fraudsters in the last year
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DeVere Group temporarily closes UK property investment division
As it is concerned about an ‘imminent drop’ in prices