Regions
Best Practice | 28 Feb 23
UK advisers to shun simplified ‘core advice’ model
‘Targeting more wealthy clients’ and ‘fees will be too low’ are main arguments against the FCA’s plans
PEOPLE MOVES: Octopus Investments, Progeny, Sigma Private Office
Investment firm makes CEO change, as financial planning group names head of academy
Edmond de Rothschild sets up Dubai office
It has private wealth hubs in a range of European countries including Switzerland and Luxembourg
ESG investing ‘experiencing significant growth’ in Middle East
Region is undergoing a generational shift changing how private clients operate
Abrdn sells UK and Jersey DFM business for £140m
Asset manager believes another owner is ‘better placed to invest to deliver greater scale’ in the operation
