UAE-based company sells life arm
As it looks to exit the insurance market and become an investment business
Swiss bank sets up Dubai wealth operation
To bolster its private banking offering in the region
UK financial services firms merge
Combined business will offer an array of services including retirement, estate planning and tax advice
US in the news: Merit Financial Advisors names COO
A round-up of people moves and M&A deals across North America
Best Practice | 28 Oct 22
Should HNWs revisit financial plans amid rising costs and inflation?
Retirement, inheritance and gifting strategies may need to be adapted