17% of PFS and CII members to work remotely post covid-19
Advice firms will need to have ‘key conversations’ about what is best for clients after the pandemic
Regions
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Investcorp founder dies
He was known as the ‘father of private equity’ in the Gulf region
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Tata Asset Management sets up in Dubai financial centre
Strong trade relations between UAE and India one of the reasons it is ‘the right fit’
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PEOPLE MOVES: Invesco, Lombard International, Brewin Dolphin
Veteran to retire from investment manager, while wealth firm names group COO
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Carrick Wealth opens specialist financial planning division
Firm will offer trust and international Will services to high net worth individuals and families
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7 advice firms hit with FCA skilled-person reviews since 2017
They had to collectively fork out over £300,000 to pay for the investigations
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UAE wealth manager unveils international investment account
Firm says it is suitable for expats and clients will not face ‘any exit charges’
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IFA firm buys London-based financial planner
It is the company’s eighth M&A deal since its launch in November 2019
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Blacktower expands advisory network to the US
It already is in ‘late stage discussions’ to enter three other markets
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Hong Kong wealth firm launches robo-advisory offering
It will generate portfolio recommendations based on the client’s risk profiles and preferences
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Rash decisions risk hurting unadvised retirees during pandemic
DIY savers ‘more inclined to have a knee jerk reaction’ to volatile markets
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Specialist IFA unveils third law firm joint venture
It will offer financial advice to clients suffering from personal injury and clinical negligence