PEOPLE MOVES: Wealthify, IQ-EQ, Interactive Investor
Wealth firm names interim CIO, while financial services provider hires global head of intermediaries
Latest news
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Responsible investing not a compromise on returns, advisers say
But they lament the complexities around sustainable strategies
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Wealthy population in Singapore grows
As millennials in the country clamour for financial advice
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Middle East HNWs start to embrace ESG
But they want more advice and clarity on how to invest sustainably
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Fintech firm to open international arm in Jersey
To serve clients of wealth managers, advisers and trust companies
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HK trade body partners with CFA for ESG qualification
To set up a course designed to meet demand in the investment industry
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UK warned about high DC scheme costs with illiquid assets plan
Move would add ‘regulatory burden’ and deliver ‘little for members’
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Five ex-directors banned over unsuitable pension advice
They have also been fined over £1m in total
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US in the news: Mercer Advisors makes two acquisitions
A round-up of people moves and M&A deals across North America
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£263bn left to rot in bank accounts
If they shopped around, savers could secure a ‘fixed-term return of more than 2%’
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PEOPLE MOVES: BennBridge, Maven Wealth, RBC WM
Investment boutique names CEO for Europe and UK, while wealth firm hires chief executive as it rebrands
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Blackrock launches ESG multi-asset funds in Hong Kong
They will be available on the Standard Chartered Bank platform for the time being