United Kingdom
PEOPLE MOVES: LGT, Julius Baer, Deutsche Bank
Wealth group makes c-suite change, while Swiss firm names head of Guernsey
Fairstone acquires financial planning company
Deal adds over 1,300 clients and more than £170m in funds under management
International trust and pension provider buys UK firm
And purchased the Sipp book of an administration-hit business
Best Practice | 7 Dec 22
Advisers demand more ESG training
Opportunity for asset managers and product providers to bridge the knowledge gap
European wealth manager buys UK digital pension advice firm
Deal adds 24,000 customers and £870m AuM