Companies
PEOPLE MOVES: Vanguard, Quilter, Brewin Dolphin
CIO change at Vanguard, UK wealth manager names CEO and retail client solutions director exits Quilter
Invesco Ireland to buy financial planning firm
The acquired company has over 1,100 private clients and €215m in assets under management
Dubai regulator suspends wealth management firm’s licence
Action comes a week after it secured a $52,500 fine from an ex-insurance intermediary boss in a UK court
Advice business exits industry after flurry of complaints
UK ombudsman upheld a complaint in December against the firm over defunct Greyfriars fund
Wealth firm chief eyes ‘strong pipeline of opportunities’
Assets under management hit £1.9bn after first acquisition of 2019
