United Kingdom
Global wealth manager in talks to sell UK operation
Company is working with an investment bank to discuss strategic options for the business
Best Practice | 3 Mar 23
What challenges do advice firms face with Consumer Duty?
Regulator is expecting companies to put their customers’ needs first – and be able to prove it
UK advice company buys financial planning business
Managing director of acquired firm will move into a relationship management role
PEOPLE MOVES: Swiss Life, LGT, Investec W&I
Insurer names chief executive of international, as banking group appoints CEO of Switzerland
International expat advice company hits £1bn AuM
As it appoints SimplyBiz group compliance director as NED