Regions
PEOPLE MOVES: CII, Saltus, Ocorian
COO to step down from professional body, as wealth firm makes c-suite change
Lombard Odier bolsters Japan offering with partnership
Agreement expands on deal signed in Singapore in 2018
US watchdog eyes stricter regulations for advisers
To ensure they ‘don’t inappropriately use, lose, or abuse investors’ assets’
European fintech firms join forces to offer wealth tools
In a bid to help advice companies adapt to the digital world
Accountancy group sets up wealth management arm
Company hires former director of an SJP partner firm to run the operation