Platforms struggle to identify ‘orphan’ clients
Only 20% engage with advisers about stranded investors
Alpha FMC
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PEOPLE MOVES: LGT, FSCS, Stonehage Fleming
Bank names CEO, while UK lifeboat scheme COO steps down
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People Moves: Julius Baer, Credit Suisse, Manulife
Private bank bolsters Hispanic America team, while rival doubles down on its ESG strategy
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PEOPLE MOVES: Ashburton, Deutsche Bank, Praemium
CIO named at investment firm and COO exits German bank