US private equity firm reportedly eyeing Quilter bid
More than three years after it first made overtures to the wealth management firm
More than three years after it first made overtures to the wealth management firm
It now places responsibility with intermediaries to put in place sound risk governance structures
It sent incomplete information to clients which limited their investment choices
Regulator blames ‘consistent and highly inconsiderate bad publicity’ for drop in applications
General manager joins from FPI, while asset manager names managing director
Attitude and culture changes to education, savings and later life planning high on agenda
As letter to advisers re-emphasises the watchdog’s expectations
Dozens of private bankers to join firm in Hong Kong and Singapore offices
There could be around £37bn unclaimed despite tracing service launching in 2016
‘I have not met anybody yet who can completely clearly articulate how it works in a sentence’
As regulator admits it is unable to fully police problematic ads on Google
Expanding its investment proposition for financial advisory clients