Industry
Regulator charges ex-UBS adviser with stealing $5.8m from client
He allegedly spent most of the money on ‘gifts for several women with whom he had romantic relationships’
Advice sector ‘doesn’t think one way about anything’
As 76% of firms say they are happy with their current level of organic growth
Swiss trust law ‘exciting development’ for wealth market
Industry believes it may take a while for the structures to gain international recognition
AssetCo agrees £100m all-share deal for River and Mercantile
Acquirer wants to build an ‘agile asset and wealth manager that is fit for purpose in the 21st century’
PEOPLE MOVES: Tisa, Charles Stanley, Nuveen
Savings alliance CEO steps down, as wealth firm names director of investment management services