Credit Suisse to set up wealth operation in China
It will reportedly start offering services in the country next year
Industry
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PEOPLE MOVES: MFSA, Cayman Finance, UBS
Regulator names acting CEO, as promotional body hires chief executive
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Australian advice trade bodies eye merger
To provide a ‘united voice and stronger advocacy’ to their members
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Sipp operator enters administration in UK
FSCS is investigating if there are any claims that meet the ‘qualifying conditions for compensation’
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Advice consolidator acquires Yorkshire-based firm
It now has £7.7bn in assets under influence
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UAE wealth firms fined for regulatory breaches
Watchdog said it is ‘committed’ to make companies comply with the rules
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Wealth management M&A market set for further acceleration
Recent level of activity ‘has been remarkable’ and ‘shows no sign of letting up’
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Maltese advice firm and directors charged over $75m fraud
The company and one of the executives were also named in the Paradise Papers leak
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PE firm buys majority stake in Isle of Man trust company
As the latter looks to continue its acquisition strategy
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Wealth management veterans set up private markets platform
To give retail investors access to a wider range of asset classes
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Global wealth manager unveils Tokyo office
To bolster its offering for US expats
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Novia Financial expands pension drawdown offering
First in a series of planned developments for the platform