PEOPLE MOVES: The Pensions Regulator, SocGen, HSBC
UK watchdog names chief executive, while French giant hires head of private banking
News
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Best wishes for the festive season
We want to wish our readers all the best for the upcoming holidays
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Aussie ‘finfluencer’ charged for providing advice without licence
He offered seminars and made investment recommendations on social media
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Why has the EU personal pension product failed to take off?
It is a ‘step in the right direction albeit a slow one so far’
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Investors should look at dividends for 2023
Quilter Cheviot to ‘focus on quality’ opportunities in the current economic backdrop
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CII ‘floods’ PFS board with own directors ‘without consent’
Ex-PFS presidents call the move ‘harmful’, ‘deeply cynical’ and ‘aggressive’
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Pension transfer activity highest since 2020
After it reached a record low in October 2022
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PEOPLE MOVES: Julius Baer, Titan Wealth, Brooks Macdonald
Private bank bolsters Dubai operation, as DFM hires head of sales
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IFA consolidator sets up investment management arm
It will be ‘radically different from traditional DFMs’
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The rise of Sharia investing in 2022
It still remains ‘underdeveloped and underfunded’
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Tavistock boosts funds for acquisition warchest
Firm admits it is currently engaged in discussions with several M&A targets
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AES under regulatory restrictions in the UK
But the firm’s CEO tells IA they were placed on the business by the FCA on a ‘voluntary basis’