apcims to rebrand as wealth management association
The Association of Private Client Investment Managers and Stockbrokers plans to change its name to the Wealth Management Association, which it feels better reflects the services its members offer.
United Kingdom | 13 Sep 13
axa fined 1 8m for serious investment
Axa has been heavily fined by the UK’s Financial Conduct Authority for failing to ensure it provided suitable advice to its customers.
People Moves | 13 Sep 13
rothschild guernsey appoints duerden
The Guernsey-based arm of Rothschild’s Wealth Management & Trust has named Barrie Duerden to head up its operations on the island, effective immediately.
gib govt unveils financial transparency
The Gibraltar government has published what it is calling an "action plan" to add to what it says is an already-extensive set of measures aimed at preventing money laundering and other financial crimes.
People Moves | 12 Sep 13
julius baer adds to london team
Julius Baer has added to its London team with the return of a senior relationship manager from a posting in Monaco.