NRI Adviser
Swiss regulator seizes CHF12.7m from Mirabaud & Cie over ‘serious’ legal, AML breaches
FINMA’s ruling has been legally binding since August 2023 and has not been contested
Best Practice | 19 Sep 24
CII: ‘Encouraging signs’ in Middle East for take-up of internationally recognised qualifications
The Chartered Insurance Institute launched its International Professional Partner Firm’s initiative (IPPF) just under two years ago
Investment | 19 Sep 24
Temporary suspension of cost disclosure rules is ‘breakthrough’ for investment trusts
The change in stance follows statements from the UK Treasury and FCA
Investment | 19 Sep 24
Close Brothers to sell wealth management arm to Oaktree CM for £200m
The sale is expected to complete in early 2025 calendar year
Investment | 19 Sep 24
Asset allocation model portfolio assets to reach $2.9trn by 2026
More than one-third of outsourcer advisers expect to increase their use of model portfolios over the next 12 months