Regions
Wealth management firm agrees partnership deal with Liontrust
Clients will gain access to fund manager’s global equities, fixed income and multi-asset specialists
Alternatives | 15 Oct 20
UK investment heavyweights roll out ESG platform
Consumers and advisers will have access to 36 funds from 11 asset managers
Aussie advice firm has licence suspended
10-week period will give company ‘sufficient time to put in place adequate compensation arrangements’
PEOPLE MOVES: Tilney, Investec, Interactive Investor
CIO leaves wealth firm following merger, while Investec names head of Belfast office
DB transfer space still has opportunities in the short-term
But one advice firm is very clear about the types of clients it will accept

