P1 Investment Services makes client services hire
Michelle Angell will lead the development of P1’s client servicing team
Atomos
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Atomos snaps up two advice firms
Which will be integrated by the end of Q1 2024
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The shoehorning ghost that could haunt consolidators
Rapid growth through acquisition boosts assets and revenues, but it could also heighten the risk that end clients are placed in unsuitable investments.
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Investment manager Alquity buys fund platform
Boosting Alquity’s AUMA to over $640m
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PEOPLE MOVES: Quintet PB, CISI, Nucleus
Private bank names COO, as professional body appoints director of global learning
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Should investors be moving into the world of passion assets?
As investments in wine, classic cars and luxury handbags continue to increase
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Should Brits stop turning their back on annuities?
Despite increasing interest, they do remain a ‘niche product’
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Are Brits too reliant on inheritance for their retirement plans?
Clients may have a ‘dangerous strategy’ in place
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UK wealth manager buys London-based IFA firm
Acquired business offers advice predominantly to female high net worth clients
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PEOPLE MOVES: AssetCo, Bravura Solutions, SS&C Hubwise
CEOs to leave wealth consolidator and tech firm
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PEOPLE MOVES: MFSA, Nomura, Marlborough
Malta regulator names CEO, as bank expands Asia wealth operation
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PEOPLE MOVES: Aiva, Ocorian, Interactive Investor
South American advice group names CEO, as financial services provider hires Apac business development director