NRI Adviser
Financial planning | 10 Feb 25
Shackleton adds £300m AUM with acquisition of financial planner
It brings the number of deals completed to a total of 16 since Sovereign invested in it
Financial planning | 7 Feb 25
70% of people would prefer to save a surprise bonus than spend the money
Top preference for the bonus was putting it into a bank savings account
SJP partners with Dynamic Planner to provide client risk profiling ‘at scale’
Dynamic Planner’s profiling capabilities will be made accessible to SJP’s 4,800 advisers
CII partnership with Emirates Institute of Finance gets new student cohort underway
The Middle East office of the CII was established in Dubai six years ago
SFC fines Hang Seng Bank HK$66.4m for mis-selling investment products
They did not adequately supervise and monitor the sale of collective investment schemes to clients