PEOPLE MOVES: Saltus, Butterfield, Brown Advisory
Wealth firm makes c-suite change, as banking group names managing director of Jersey
News
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European investors fail to carry out due diligence on firms
Many trust friends, family and social media influencers but will not check regulators’ websites
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SJP posts second-best year for inflows despite £5bn FuM drop
Net inflows of £9.8bn only topped by the £11bn recorded in 2021
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Credit Agricole subsidiary buys 70% stake in global wealthtech firm
Deal is an extension of a partnership started in 2019
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Investors urged to rethink 60/40 portfolio strategy
Apollo AM believes there is ‘always a place for absolute return alongside the traditional asset classes’
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Globaleye unveils wealth management platform
In a bid to address a gap in the Middle East market for digital advice
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IFA firms slammed for ‘misleading’ ex-British Steel members
FCA deems move a ‘deliberate attempt to exclude them from participating in the redress scheme’
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Prudential to set up operation in Macau
It will offer life and health insurance solutions in the special administrative region
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Advice company enters compulsory liquidation
FSCS said the firm is associated with claims regarding the British Steel Pension Scheme
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Aussie advice firm completes MBO
The management team had already bought a majority stake in the business in 2017
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UK financial adviser charged with 29 counts of fraud
He is accused of duping more than 20 victims out of just over £5m
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Receding inflows slow Quilter’s recovery
AuMA grew 3% in Q4 2022 but was down significantly from the start of the year