PEOPLE MOVES: Pershing, Santander International, Brewin Dolphin
Financial services solutions provider names COO, while bank hires chief risk officer
Morningstar
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PEOPLE MOVES: Utmost Wealth, Morningstar, STM
Head of sales joins life insurer, while investment research firm makes Middle East promotion
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US in the news: IRS names director of fraud enforcement office
A round-up of the latest people moves and M&A deals in North America
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M&A triple for global financial advice sector
AFH, Morningstar Australasia and Zedra all complete acquisitions
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HEAD-TO-HEAD: First State versus JP Morgan
First State Indian Subcontinent Fund and the JP Morgan India Fund are in the spotlight
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PEOPLE MOVES: UBS, Morningstar IM, Lowes Group
Wealth giant appoints CEO of Europe SE, while investment manager hires UK head of business development
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Investor protection needed before Saudi govt bond retail plans
Move should be ‘accompanied by a specific regulatory framework’ with access to information about risks
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Morningstar offers Indian advisers a DFM service
There are four long-term focused and risk-aligned mutual funds in the active range
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PEOPLE MOVES: SJP, Schroders, BlackRock
Duo from The Fry Group Hong Kong depart for St James’s Place
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Selectors retain faith in absolute return despite losses
Appetite for absolute return strategies still high despite underperformance but Gam fiasco may test investors’ patience
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Green funds struggle to detail environmental credentials
Environmental funds are blaming poor data on holding companies for their inability to report on environmental impact as the industry’s methodology for measuring green credentials throws up mixed results.
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South Africa gets $14bn boost by avoiding junk status
Moody’s decision to not downgrade South Africa to junk status has saved the economy about £14bn in outflows from the local bond market, according to an expert from Morningstar.