Investment | 21 Aug 24
P1 Platform launches service for advisers to accelerate report writing and client disclosures
The tool generates a detailed investment proposal that showcases how a client’s investment would be structured
Middle East | 20 Aug 24
DFSA fines ex-Mirabaud Middle East private banker $980,020 for ‘deceptive’ conduct
He has also been banned from holding office or being an employee of a DFSA authorised firm
Morgan Stanley International chair Jonathan Bloomer still missing after Sicily yacht sinks
Jonathan Bloomer also worked for ten years at Prudential where he became group CEO
AHR Group names Rebecca Ellis as new head of advice
She has almost a decade of wealth management experience
Regulation | 19 Aug 24
FCA cancels regulatory permission of Premier League football club Wolves
The FCA’s action took effect on 16 August 2024