SimplyBiz
PEOPLE MOVES: GSB, CII, Lombard Odier
As professional body appoints two vice presidents, investment service hires head of portfolio management
SimplyBiz parent company reveals double acquisition
In a bid to bolster its offering for advisers
PEOPLE MOVES: Utmost Wealth Solutions, T Rowe Price, Rothschild & Co
Insurance provider names head of sales for France, as international CEO retires from asset manager
Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’
Best Practice | 13 Apr 23
Five benefits of private medical insurance
It can complement the services offered by the NHS