PEOPLE MOVES: M&G, CII, One Four Nine Group
Financial services giant names wealth and advice CEO, as professional body makes c-suite change
Financial services giant names wealth and advice CEO, as professional body makes c-suite change
International savings and investment business names CEO, as private bank makes c-suite change in Asia
To expand its offering for retail investors across Europe
CEO to leave advice firm, as platform hires chief technology officer
Deal adds £1.5bn in assets under influence and over 12,000 clients
Asset manager makes c-suite change, as insurance giant names managing director of wealth and advice
Regulator gives firms 12 months to implement rules aimed at improving client outcomes
Kingdom Holding Company is controlled by prince and billionaire Alwaleed Bin Talal
How to limit IHT liabilities and gift money main areas of focus for clients
To bolster offering for financial advisers
Bank names global head of UHNW, while advice firm makes four hires
But more than half say their adviser has not brought up the topic