Regions
Best Practice | 12 Jun 20
What questions should advisers ask their network?
Impact of recent regulations and Brexit are going to change the rules of the game
PEOPLE MOVES: Guardian Wealth, Franklin Templeton, James Hay
Wealth manager hires Woodbrook Group’s former COO, as investment giant names executive vice president
Generali to pay CHF245m in compensation over M&A deal
Sold Swiss private bank was shut down in Singapore but insurer denies any liability or wrongdoing
Swiss private bank has Cayman Islands licence revoked
Regulator says it failed to appoint appropriate directors and meet AML protocols
Best Practice | 11 Jun 20
BNY Mellon rolls out ESG training for UK intermediaries
As Blackfinch Asset Management jumps on the band wagon with introduction of retail ESG funds