Portfoliometrix
Investment | 4 Sep 24
P1 platform adds DFM PortfolioMetrix
PortfolioMetrix will launch 28 portfolios on the P1 Platform
PEOPLE MOVES: RBC, SFC, Indosuez WM
Bank names chief executive of wealth management international, as Hong Kong regulator replaces outgoing CEO Ashley Alder
PEOPLE MOVES: Hargreaves Lansdown, RBC WM, Titan Wealth
Investment firm makes c-suite change, as wealth manager names COO in Asia
PEOPLE MOVES: Allianz, Wren Sterling, Sovereign Trust
Financial services group names CEO of APAC, as IFA firm hires acquisitions director
PEOPLE MOVES: HSBC, Succession Wealth, Nedgroup Investments
Bank makes c-suite changes in its wealth unit, while advice firm hires chief commercial officer