Regions
Mercer sells off Canadian wealth arm to Canaccord Genuity
Business has just over $1.1bn in client assets
Advice consolidator makes first acquisition of 2023
Deal adds more than £450m in funds under management
Fintech firm creates IFA client document platform
It will help advisers organise customers’ important financial and legal information
DIFC overhauls family office regulations
Following the creation of a private wealth centre in August 2022
Wealth group unveils Hong Kong operation
Following the launch of its Singapore office in July 2022