Regions
UK investment advice firm under investigation
Lifeboat scheme received claims in relation to the company’s role ‘in arranging customers’ investments’
Jersey investment manager sets up UK operation
Firm hires a former Quilter Cheviot executive director to run the business
Best Practice | 17 Apr 23
Redmill Advance buys financial adviser training provider
It is the company’s first acquisition of 2023
Aisa Int’l teams up with LGT WM to launch sustainable model portfolios
They will address European investors’ desire to invest in and support environmentally and socially responsible businesses
US in the news: The Mather Group names CCO
A round-up of people moves and M&A deals across North America