Investment | 14 Mar 18
Clients driving demand for multi-asset strategies
UAE-based clients are calling for multi-asset solutions to diversify their portfolios, according to delegates at the International Adviser Multi-Asset Masterclass Dubai 2018.
PEOPLE MOVES: KPMG, Investors Trust, Carrick
KPMG appoints HM Revenue & Customs’ Panama and Paradise Papers lead, Investors Trust recruits from RL360° and another deVere alum has joined Carrick.
Wealth adviser expands in Spain with two offices
The wealth division of Credit Agricole has launched a big push into Spain with two new offices and senior recruits who all join from Deutsche Bank.
Jersey regulator warns of fake Aussie investment firm
Jersey residents have been warned to be on guard after an Australian firm pretending to be a regulated investment company went on the prowl.
Tech firm behind Axa Wealth and Standard Life adds advice tool
A start-up backed by FNZ, the white label tech provider behind Standard Life’s Wrap platform, has launched its first advice product.