Media-shy international advice network targets expansion
With plans to grow in the US, Latin America, Europe, the UK and Asia
Middle East
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PEOPLE MOVES: STM, Endowus, Credit Suisse
Financial services group names head of business development, as digital wealth manager makes c-suite change
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PEOPLE MOVES: Aiva, Ocorian, Interactive Investor
South American advice group names CEO, as financial services provider hires Apac business development director
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UAE wealth firm partners with BlackRock to create Shariah plan
Asset management giant will provide the Abu Dhabi-headquartered company with multi-asset portfolios
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PEOPLE MOVES: Swiss Life, LGT, Investec W&I
Insurer names chief executive of international, as banking group appoints CEO of Switzerland
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International expat advice company hits £1bn AuM
As it appoints SimplyBiz group compliance director as NED
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Holborn Assets sets up shop in the DIFC
Licence will ‘serve as the platform for our next phase of growth’
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PEOPLE MOVES: Octopus Investments, Progeny, Sigma Private Office
Investment firm makes CEO change, as financial planning group names head of academy
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Edmond de Rothschild sets up Dubai office
It has private wealth hubs in a range of European countries including Switzerland and Luxembourg
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ESG investing ‘experiencing significant growth’ in Middle East
Region is undergoing a generational shift changing how private clients operate
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Global wealthtech firm in ‘active discussions’ over €5.5bn sale
There is no certainty that a deal will be agreed
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PEOPLE MOVES: EFG, Omnis Investments, First Abu Dhabi Bank
Banking group bolsters Hong Kong operation, as investment firm hires chief executive