Regions
Chinese wealth management service provider acquires Hong Kong firm
‘We will continue to evaluate other business and growth opportunities as they arise’
Standard Life locks drawdown price for retirees
As it reduces and simplifies charges for customers using its Wrap platform
PEOPLE MOVES: Kingswood, 7IM, HSBC Private Bank
Three senior promotions and a hire at wealth firm, while investment manager’s co-founder retires
Is there a DB transfer mis-selling scandal looming?
Issue is ‘more widespread’ than people in the advice sector think
South African business sells off insurance arm
As Newcastle-based advice firm makes first acquisition in M&A pipeline