PEOPLE MOVES: Credit Suisse, Quilter Investors, Allfunds
Swiss giant names CEO of wealth management, while multi-asset business hires CIO
Swiss giant names CEO of wealth management, while multi-asset business hires CIO
CEO leaves investment consultancy firm, as product provider names CFO
With aim to improve individual investors’ access to private markets
To give advisers access to a broader range of funds in the Lion City
Users will benefit from multi-currency offerings and access to offshore funds
Majority shareholder Sanlam UK is said to be supportive of the discussions
It has been expanding investment advisory capabilities in Asia
With the French firm receiving a 22.5% stake in the wealth company
Services and solutions for asset managers, fund distributors and other intermediaries on the agenda
Allfunds’ portal enables customers to conform to Mifid II regulations
Europe’s largest fund platform unveils big push into Asia after Latam expansion
Marlborough hires a head of business development from Brooks Macdonald, the Chartered Institute for Securities & Investment appoints a board chairman, while a former Blackrock employee joins State Street to head ETF model portfolios.