NRI Adviser
Regulation | 4 Sep 24
SFO seizes 12 luxury watches linked to £76m investment fraud probe
Over four years, the company purchased 23 properties across the UK, offering an annual 10% return
Financial advisers add at least 5.7%pa in value for Australians
Russell Investments looked at benefit of an adviser’s guidance on asset allocation, behavioural coaching and tax planning
Two thirds of wealth managers see 20% plus client growth over next three years
Independent research company PureProfile interviewed 100 wealth managers, financial advisers located in UK, Canada, Italy, Netherlands, Germany , Switzerland
Hong Kong SFC bans ex-UBS associate director for life
His criminal convictions led the SFC to consider him not a fit and proper person to be licensed or registered to carry on regulated activities
Perspective Financial Group acquires two more firms adding AUA £185m
The office count grows to 39 with 530 households coming on board as clients