PEOPLE MOVES: Financial Ombudsman Service, Gam, HSBC AM
CEO steps down from ombudsman, while investment firm hires head of marketing and client experience
Quilter
-
-
Quilter to merge investment management and private client arms
Review of international life business still pending as board not ‘in a position to reach a conclusion’
-
Platforms struggle to identify ‘orphan’ clients
Only 20% engage with advisers about stranded investors
-
How advisers can inflation-proof retirement pots
It is the ‘forgotten risk’ for savers and can have ‘devastating impact’ on pensions
-
Tech rally stumble forces investor rethink
Is now the time to sell out of Amazon, Google, Facebook and Netflix?
-
How financial advisers can help clients with redundancy
People may feel ‘uneasy’ discussing it but the industry adds ‘considerable value’
-
Singaporeans slashed savings during the pandemic
Just 17% were able to save more
-
PEOPLE MOVES: Benchmark Capital, Indosuez WM, Quilter
Schroders subsidiary hires wealth director, while global firm names head of Middle East
-
UK wealth firm unveils adviser academy
As Quilter’s financial advice school moves courses online
-
Attack of the clone firms cost investors £78m in 2020
‘No surprise mendacious fraudsters have ramped up attempts to swindle hard-working people’
-
Best Overall Adviser Firm 2020 revealed
Which firm took top honours in the International Adviser Best Practice Adviser Awards?
-
How to move to the UK from Hong Kong
Lack of familiarity with British tax system could harm their financial positions once they relocate