Industry
Ex-Quilter duo launch advice consolidator after M&A deal
‘We see ourselves as a smaller, client centric, alternative to the large traditional’ acquirers
PEOPLE MOVES: Julius Baer, GSB Capital, Bank Syz
Private bank names group head of Middle East & Africa, while Dubai wealth firm hires FPI veteran
Surge in universal life policy complaints in South Africa
As regulator is forced to step in
Ombudsman eyes temporary reporting changes to solve claim surge
After it received 90,000 more complaints than it expected during the pandemic
Former EY consultant creates digital estate planning service
To help advisers ‘make a real difference to their clients’ lives’