Regions
Private bank rolls out Asia wealth training programme
To help clients across the region
PE firm buys stake in global independent asset manager
Acquired firm has operations in Switzerland, South Africa and the UAE
Canada Life parent group creates Irish wealth business
Combined company has around €14bn in assets
Most advice firms ‘don’t want to be a platform’
Morningstar Wealth’s Mark Sanderson says it is hard enough just being an adviser
Global financial services consultancy firm sets up M&A operation
Companies need to ‘rely on a partner who can navigate’ the mergers and acquisitions world ‘sensitively’