Who’s next to step up after multi-asset changing of the guard?
Meet the rising stars and peer group ready to fill the gap left by two industry veterans
BMO
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PEOPLE MOVES: Quilter, Deutsche Bank WM, BMO
Investment firm CIO to retire, as banking giant names vice chairman for APAC wealth management
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Fraction of funds consistently deliver top quartile returns
Newly created IA India/Indian Subcontinent sector was the top performer during Q3
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Pound in your pocket just got lighter
After inflation hits record 3.2% in August
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BMO sells Emea asset management arm to US advice firm
Deal adds $124bn of AuM in Europe to the American group
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BMO Financial Group sells Hong Kong and Singapore PB business
Acquirer says the deal ‘underscores the importance of the Asian market for the group’
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Financial advisers can defer CPD to next year
While BMO Global Asset Management rolls out CPD tracking tool
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PEOPLE MOVES: Brewin Dolphin, Praemium, BMO GAM
CEO change at UK wealth firm, while international platform makes C-suite promotion
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BMO GAM offers technical seminars to help financial advisers
Programme will include areas such as IHT, trust and estate planning, retirement planning and tax
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PEOPLE MOVES: FSCS, Blackrock, Stonehage Fleming
Changes at the top for UK compensation scheme, while BlackRock eyes Asian expansion
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PEOPLE MOVES: Standard Life Aberdeen, Julius Baer, Merian
CEO structure change at UK investment firm, as wealth manager bolsters Latin America offering
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Asian advisers need to move on from product selling, says SEI
Service differentiation is key in Asia ahead of firm’s move into region with BMO