UK software provider snapped up by global fintech firm
Brooks Macdonald, Charles Stanley, Quilter and AJ Bell among its clients
Asia
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Aussie regulator eyes life insurance cold calling ban
After clients are pushed into buying complex products they don’t need, want or understand
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Investment scam targets Taiwanese lonely hearts
Hong Kong and China to help investigate $30m in losses
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Prudential in court over mass tied agent exodus in Singapore
Insurer blames former employee for nearly 250 agents resigning – resulting in a S$2.5bn loss
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PEOPLE MOVES: Natixis WM, Deutsche Bank, Lombard Odier
Two executives appointed at the wealth manager, while German bank makes hire after job cuts
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UK insurer not taking no for an answer on scuppered AMP deal
Resolution Life pursues completion of ‘excellent opportunity’ despite regulatory troubles
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Lack of advice on inheritance transfer will erode wealth
North America’s rich to pass down trillions to next gen, with Europe expecting billions to be given
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A third of Singaporeans think investing is gambling
With 64% falling behind when it comes to staying on top of their financial situations
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Regulatory roadblock halts AMP Life sale
Acquisition by Resolution Life ‘highly unlikely to proceed’ as firm struggles to meet conditions
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Chinese wealth manager inks deal with Liechtenstein bank
To target ultra wealthy Chinese investors from Hong Kong
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Tax concerns push high net worth Indians to look offshore
Wealth managers urged to rise to the occasion or lose clients to foreign providers
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Rogue Aussie adviser jailed for 10 years
Convicted of stealing nearly A$5m and ‘other dishonesty offences’