Products
Generali plots ambitious European growth plan
To expand European insurance business and the sale of life and asset management products
Irish wealth firm launches portfolio monitoring tool
The solution analyses client portfolios to assess positions, asset allocations and risk profiles
Quilter’s DFM closes Tier 1 investment offering to new clients
The discretionary fund manager will continue to offer the service to existing customers
Investment | 15 Nov 18
KW Wealth launches ethical portfolio range
Move comes despite limited number of suitable actively-managed fund choices
Updated: UAE and Singapore exempt from IOM disclosure rules
Conduct of Business Code exclusions also applied to Argentina, South Africa and Qatar