PEOPLE MOVES: HSBC GAM, Seven Investment Management, IQ-EQ
Asset manager names UK and international chief, as head of intermediary sales leaves investment firm
Raymond James
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PEOPLE MOVES: Zurich, HSBC, Generali
Insurer hires CEO of its Malaysia operation, as bank names Asia Pacific head of wealth
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Raymond James rolls out training programme for advisers
The two-year initiative will help those interested in the sector earn licences in the US Written by Ryan Neal
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Raymond James firm merges with UK investment manager
Combined business will offer services to high net worth individuals, globally
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US in the news: Amerilife closes M&A deal
A round-up of the latest people moves and M&A deals in North America
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PEOPLE MOVES: American Century Investments, ASI, Raymond James
Asset manager bolsters Asia intermediary operation, while Aberdeen Standard makes Middle East changes
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PEOPLE MOVES: Natixis IM, Openwork, M&G Investments
French firm makes c-suite changes, while UK financial advice network hires COO
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Raymond James to pay $15m for overcharging US investors
Retail clients overpaid fees because firms failed to review accounts
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US investment manager enters UK retail space
After signing a distribution agreement with London-based wealth firm
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Women-only wealth manager network rolled out in the UK
Raymond James pushing to increase the number of females in wealth management
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Adviser appoints from Raymond James for US launch
Brussels-based US expat specialist sets up Florida outpost
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Spain: plus ça change
Spain’s government collapsed last week and Pedro Sánchez replaced Mariano Rajoy as prime minister but unlike the political turmoil in Italy, Spanish bond markets have been unruffled.