Regions
Big opportunities for IFAs beyond ‘word of mouth’
Just using recommendations to attract clients ‘not a proactive business development strategy’
Guernsey insurer and five directors fined over £150,000
It failed to oversee its UK outsourcing business
PEOPLE MOVES: Rowan Dartington, HSBC Private Banking, FSCS
SJP subsidiary names chief investment officer, while private bank bolsters Apac operation
Canadian wealth firm enters China’s private funds market
Montreal-headquartered company already directly holds a 13.9% stake in China Asset Management
UK investment manager eyes advice expansion
As it adds financial planners to its own network and in-house business