Europe-based advisers expect 10% annual growth over next 3 years
Most believe success will depend on their ability to build relationships with next generation
Natixis
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PEOPLE MOVES: AJ Bell, Matthews Asia, Butterfield
Investment firms make CEO change, as financial services group names vice president of private banking
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Natixis Wealth Management fined €108,900
Regulator said it was due to ‘deficiencies’ relating to safekeeping obligations of assets and cash flow monitoring
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PEOPLE MOVES: Natixis IM, Franklin Templeton, CCLA
Asset manager reshuffles board, while investment firm hires MD for Apac alternatives
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Wealthy population in Singapore grows
As millennials in the country clamour for financial advice
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Natixis IM unveils portfolio-building platform
It will be available to IFAs, private banks and institutional investors
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PEOPLE MOVES: GSB Capital, IQ-EQ, JFSC
UAE advice firm names managing partner, as financial services provider makes c-suite change in Luxembourg
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PEOPLE MOVES: Cushon, Natixis IM, Phoenix Group
Fintech pension and savings provider makes c-suite hire, as investment firm bolsters distribution team
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PEOPLE MOVES: Wealth Wizards, Sanlam UK, JO Hambro
Digital advice company makes c-suite changes, as CEO departs from wealth firm
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PEOPLE MOVES: One Four Nine Group, ANZ, Titan Wealth
Advice consolidator names CFO, as bank makes c-suite change
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Retail investors expect active ESG management
It is now a ‘daily conversation’ in Asia
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PEOPLE MOVES: Allianz, Wren Sterling, Sovereign Trust
Financial services group names CEO of APAC, as IFA firm hires acquisitions director