PEOPLE MOVES: Investec, Phoenix Group, GAM
Investment bank names Jersey COO, while savings firm hires CEO for retirement arm
Quilter Cheviot
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PEOPLE MOVES: Quilter, Allianz Partners, Alliance Bernstein
UK-based firm restructures its national advice business, while insurer names APAC chief
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House hunting inheritors in UAE could be left disappointed
Average expected inheritance now stands at just over AED1m
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Have Middle East wealth clients been poorly served?
Head of wealth advice at one firm expects ‘client defections to accelerate’ across the region
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End of service benefit funding retirement for most UAE workers
Despite this increased reliance, people are expecting to receive, on average, just AED17,000
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PEOPLE MOVES: Fairstone, Gam, Quilter Cheviot
Advice firm hires CFO, as asset manager names chief operating officer
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Fraudsters using Quilter Cheviot and SJP clones to scam victims
Clients urged to speak to UK regulator or their adviser if they receive suspicious calls or emails
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Quilter’s investment management arm upgrades DIFC licence
Changes mean the discretionary fund manager can work more closely with advisers
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PEOPLE MOVES: Quilter Cheviot, HSBC Singapore, Deutsche Bank
Investment manager poaches former Brooks Macdonald managing director, as bank hires Singapore wealth head
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How to approach ESG investing
Investors should ‘remain open-minded’ across sectors and areas of the market
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How can AI and virtual reality improve client experience?
Technology can give advisers ‘opportunities that can revolutionise’ the sector
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Net flows down 90% at Quilter
As sale of life assurance business confirmed