Companies
Digital wealth firm launches in the UAE
As Zurich Middle East rolls out financial planning solution to ‘distribute product sales online’
US in the news: CI Financial buys New York wealth firm
A round-up of people moves and M&A deals across North America
Quilter and FCA join forces to investigate unregulated firm
As fake introducer business claims to be an appointed representative of the wealth company
UK wealth manager to exit ‘competitive’ adviser market
Firm’s professional intermediary distribution channel will close in June 2021
PEOPLE MOVES: Quilter, Pictet WM, Curtis Banks
Financial services giant bolsters UK platform business, while wealth manager names head of Italy