US in the news: Wealth firm names CFO and hires 11 staff
A round up of the latest people moves and M&A deals in North America
Ex Barclays Wealth COO dodges ban over misconduct
But UK regulator issued a public notice regarding his actions
Financial planning for diverse clients requires an open mind
As many LGBT+ customers struggle to access financial advice altogether
Alternatives | 16 Aug 19
The wonderful world of alternatives
All types of the asset class ‘should play a part in the portfolio for most investors’
PEOPLE MOVES: Quilter Cheviot, HSBC Singapore, Deutsche Bank
Investment manager poaches former Brooks Macdonald managing director, as bank hires Singapore wealth head