Industry
Fine and ban upheld for Dubai financial services firm director
He appealed decisions handed down by the regulator in November 2021
US in the news: BNY Mellon WM makes five hires in Miami
A round-up of people moves and M&A deals across North America
IFA company makes group CEO change
He will step down to become chair of its acquisitions business
Gibraltar business buys Swiss private bank
It presents a ‘great opportunity to enhance our services’
US wealth transfers to hit $84.4trn by 2045
Advisers need to be ‘open to evolving’ and ‘prepared for changes to their business models’
