Regions
OpesFidelio unveils new membership packages
Aimed at ‘both seasoned and newcomer advisers’
How digital transformation is impacting Japan’s wealth industry
Companies are being ‘forced’ to be ‘attentive’ with their tech plans
PE-backed advice firm makes double acquisition
Both businesses will remain at their current offices
J Safra Sarasin Group opens a branch in Paris
It will offer an ‘attractive alternative’ for French high net worth individuals and families
FCA to introduce screening checks for financial adverts
Rules come into force in February 2024