Industry
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
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
Two in five customers not familiar with their insurance details, AIA Singapore study finds
There exists a 74% gap in critical illness protection and 21% gap in mortality protection in Singapore
People Moves | 19 Aug 24
Evelyn Partners hires duo from LGT Wealth Management and BNY Investments
They join the growing UK IFA team at Evelyn Partners which now works with some 800 IFA firms across the country