PEOPLE MOVES: HSBC, Brooks Macdonald International, IW&I
Bank hires CEO of its Singapore insurance arm, as wealth manager names head of business development
Best Practice | 10 Sep 21
How wealth firms can tackle the next-gen client conundrum
Substantial business could walk out of the door if relationships are not built early enough
BNO passports issued to nearly 500,000 Hong Kongers in 2 years
As 75% of HK advisers receive more queries from clients about offshore investing and relocating
HK regulator supports digital access for retail investors
Firms investing in data and advanced analytics can expand ‘range of products they can offer in the future’
FCA eyes faster removal of unused permissions
But watchdog cautioned against being ‘too heavy handed’