Investment
Investment | 2 May 24
Dynamic Planner boosts DFM model portfolio research capabilities
Past performance for over 900 DFM MPS solutions currently risk profiled has been added
Canaccord Genuity WM names David Muncaster for newly-created international distribution role
He will cover UK distribution, Guernsey, Jersey, and the Isle of Man and oversee the international sales in Europe, Middle East, and Asia.
Oakglen Wealth partners with FEIFA
The relationship with FEIFA will be headed up by Nick Davis, investment director – UK, at Oakglen
St James’s Place Asia grows FUM to £1.76bn but sees net outflows in Q1 update
The international wealth group as a whole saw gross inflows of almost £4bn
AIA Singapore unveils wealth strategy in bid to be top insurer in this space
The launch of its new AIA Wealth Centre is aimed at regional and domestic affluent and HNW individuals and families