PEOPLE MOVES: LGT, Julius Baer, Deutsche Bank
Wealth group makes c-suite change, while Swiss firm names head of Guernsey
News
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Fairstone acquires financial planning company
Deal adds over 1,300 clients and more than £170m in funds under management
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International trust and pension provider buys UK firm
And purchased the Sipp book of an administration-hit business
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Advisers demand more ESG training
Opportunity for asset managers and product providers to bridge the knowledge gap
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Why is India set for high growth over next decade?
It could have the third largest economy by 2030
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European wealth manager buys UK digital pension advice firm
Deal adds 24,000 customers and £870m AuM
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Just 29% of Brits see life insurance as a financial priority
It has never been more important for people to know the full value of a protection policy
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UK advice network explores sale options
As it hires external advisers to carry out a review of the business
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FCA takes hard line on rogue financial promotions
Additional measures aim to clamp down on illegal, unfair or misleading marketing
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Old Mutual International Guernsey sold for £3.6m
Acquirer eyes further deals to hit its $2bn AuM target by 2025
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EU, Apac and UK top three regions for life insurance expansion
Consolidation is a ‘trend that has not yet run its course’
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Hong Kong savers to change investment strategies
As 41% admit they now find actively managed funds more attractive