NRI Adviser
HSBC opens wealth centre in UAE to facilitate cross-border investing
Bank views UAE as key wealth hub in its network
Quilter Cheviot names new CEO
Goddard replaces Andy McGlone, who after 31 years at Quilter Cheviot, will depart at the end of the month in order to pursue other opportunities
MAI Capital Management buys $570m California RIA
The full Summit team will remain in place after the acquisition completes
Financial planning | 15 Sep 25
Former Morgan Stanley adviser launches independent RIA
The firm is headquartered in Woodbury, Minnesota
Financial planning | 10 Sep 25
Majority of HNW individuals want their wealth to have a positive impact
88% of HNW individuals said they believe their wealth has a positive effect