Rothschild creates private markets operation for wealth unit
It aims to roll out offering across its key regions
Middle East
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Global wealth firm sets up expat LTA advice service
Removing the lifetime allowance cap has ‘significant repercussions for those saving towards retirement’
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Why wealth firms should make mental health a priority
‘No one should struggle alone with their mental health’
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PEOPLE MOVES: Ardevora AM, CII, Evelyn Partners
Investment firm appoints CEO, as professional body names interim vice president for local institutes
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Most expats in Middle East more financially secure than last year
There is a ‘clear trend of economic prosperity’ in the region
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Will SJP’s move to the UAE impact the expat advice market?
‘Healthy competition should always be welcomed’
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Should advice firms set up in-house investment platforms?
Developing and maintaining one can be ‘expensive’
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PEOPLE MOVES: FWD Group, Melbourne Capital Group, BNP Paribas WM
CFO exits insurance company, as advice firm names head of business development
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Goldman Sachs to open office in Abu Dhabi
It will be the banking giant’s second operation in the UAE
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Should financial regulators do more to help retail investors?
Jargon is a problem, say advisers
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Global retirement savings platform raises $95m
Funding will help finance ‘near-term acquisitions’
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US in the news: CI Financial sells 20% stake in wealth business
A round-up of people moves and M&A deals across North America