Companies
Private bank to transfer Swiss client book to rival
After the company confirmed it was closing its operation in the European country
Praemium sells UK and international arm to Morningstar for £35m
Acquirer will ‘bring its global footprint and investment scale to better serve the interests’ of clients
Digital investment platform launches in Australia
After it rolled out services in the US and Singapore
IFA firm makes double acquisition
Company has now bought 58 advice businesses since 2014
Best Practice | 20 Dec 21
Quilter unveils level 6 retirement planning qualification unit
It will be available from February 2022