Regions
PEOPLE MOVES: St James’s Place, Schroders PW, Lombard Odier
Managing director steps down from wealth firm, as advice business makes c-suite change
China approves Schroders WM joint venture
It is the third Sino-foreign JV wealth company given green light to start business
M&G buys £2.8bn Swiss impact investor
Deal expands fund group’s capabilities in sustainable investments for emerging markets
PE-backed wealth manager buys UK advice firm
It has a pipeline of planned deals within the investment management and financial planning sectors
UK financial planning firm makes double acquisition
Deals add around £250m in funds under management