Dont write off small clients just yet
The prospect of a looming advice gap at the lower end of the financial spectrum is a rather well-trodden narrative path among both the industry and financial journalists. But, what is perhaps less well understood is the manner in which technology is likely to play a role.
North America | 25 Nov 14
Natixis Global AM establishes Mexican base
Natixis Global Asset Management has opened an office in Mexico targeting institutions, particularly pension funds.
North America | 25 Nov 14
Credit Suisse fined $2.6bn by US
Credit Suisse has been hit with a fine for operating an illegal cross-border banking business that helped thousands of American clients evade tax.
Lincoln Private Investment launch
The firm facilitates discretionary management of family wealth and private banking, alongside offering a stockbroking service, and has been running real money since 1 July
Middle East | 24 Nov 14
AES recruits Dubai employee benefits team
AES International has launched its Middle Eastern employee benefits team following the introduction of new legislation making employee health insurance in Dubai compulsory.