UAE-based investors want risk-comfortable portfolios with DFMs
Old Mutual International and Quilter Cheviot survey assessed views on looking for investment managers
Middle East
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Financial planners are on the rise globally
In 2018 there was a 3.3% rise in professionals worldwide, with numbers up 5,787 from 2017
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DeVere buys UAE-based advice firm
Acquisition forms part of its ‘vertical and horizontal’ growth strategy
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Senior departure from Globaleye
Top-level change at Dubai-headquartered financial advisory firm
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Expat retirement plans set for shake-up in the UAE
Dubai is forging the path towards DC-style schemes, in addition to the end of service gratuity system
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UAE regulator issues final ‘draft’ of life product sale rules
Indemnity commissions to be capped – not banned
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OMI reveals Middle East and Africa retail bond
The firm has rolled out the product in response to the Isle of Man’s Conduct of Business Code
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Lombard Odier expands private bank business to Abu Dhabi
The global asset manager has been in Dubai since 2007 and is now branching out
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Are advisers listening to their clients?
Firms from Singapore, UAE, Europe and the UK weigh in on the debate
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Dubai regulator suspends wealth management firm’s licence
Action comes a week after it secured a $52,500 fine from an ex-insurance intermediary boss in a UK court
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Dubai regulator secures $52,500 fine through British courts
Insurance intermediary boss failed to pay after firm was caught advising clients outside the DIFC
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Put down the whistle and pick up the microphone
Creating a culture that encourages financial services employees to speak up about wrongdoing