US in the news: BNY Mellon WM names regional director
A round-up of people moves and M&A deals across North America
Latest news
-
-
UK wealth manager acquisition adds £120m in client funds
It brings total FuM to approximately £1.1bn
-
Mattioli Woods buys wealth firm for £1.8m
Deal adds £70m in assets under advice and four members of staff
-
Eastspring sustainable bond available in Hong Kong
Regulator approved the ESG-focused fund last month, two years after it was launched in Singapore
-
Adviser charged for running $110m Ponzi scheme
Money was raised from over 400 investors – including elderly retirees
-
How financial advisers are embracing ESG
Clients put 66% more money into green funds this year compared with 2020
-
Hong Kong clients turn to investment apps
As they become the preferred digital option for younger generations of investors
-
What are the benefits of an international savings/pension plan?
Portability, wider fund ranges, currency options and tax all play a role in attracting expats
-
Carrick Wealth partners with BDO
To provide corporate advisory services to clients who are business owners
-
Wealthtech provider unveils digital Sipp
To make it more accessible to fintech firms and their clients
-
Reviving an expired life insurance policy
Indian life insurer launches campaign to encourage lapsed policyholders to reinstate coverage
-
Post-Brexit Gibraltar still seeking clarity
Unclear if European regulators will have issues with EU residents transferring to a Gibraltar Qrops