PEOPLE MOVES: St James’s Place, Schroders PW, Lombard Odier
Managing director steps down from wealth firm, as advice business makes c-suite change
Asia
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China approves Schroders WM joint venture
It is the third Sino-foreign JV wealth company given green light to start business
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PEOPLE MOVES: Tisa, Charles Stanley, Nuveen
Savings alliance CEO steps down, as wealth firm names director of investment management services
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FWD Group raises $200m ahead of Hong Kong IPO
Investors have reportedly put $1.6bn into the company in a month
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AIA Singapore merges wealth and health offerings
To meet the ‘underserved needs’ of high net worth clients
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PEOPLE MOVES: CISI, Charles Stanley, Lombard Odier
CEO steps down from professional body, as wealth manager makes c-suite change
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Singapore retail investors warned against cryptocurrency trading
Regulator said it ‘is highly risky and not suitable for the general public’
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Nedbank Private Wealth sells off trust business
Deal helps acquirer bolster its operation in the Channel Islands
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Banking group partners with Swiss investment solution provider
In a bid to bolster its international wealth management offering
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Global bank buys Citi wealth arms in four Asian markets
Deal adds around 2.4 million customers
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Banking group eyes wealth management unit in China
In a bid to sell mutual funds to retail investors
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Pictet ready to shift equity weighting out of neutral
But liquidity conditions indicate contrasting fortunes for the US and China