Uncategorised
People moves: Craven Street, Nomura, RBC
Each week, we round up the latest people moves across the investment and financial services industry
Latest news | 5 Mar 26
Surge in HNWIs choosing cash over investments, Flagstone research shows
The advisers canvassed shared that 38% of HNWIs are comfortable holding more cash than they did three years ago
Conquest Planning announces new AI capabilities
SAM Guide introduces an agentic experience directly within the adviser application, so advisers will be able to ask it natural language questions
Uncategorised | 3 Mar 26
Singapore wealth management firm PhillipCapital acquires Walker Crips
PhillipCapital will retain the Walker Crips brand and Walker Crips’ head office will remain in London
Latest news | 3 Mar 26
FCA opens authorisation gateway for targeted support permissions
The regulator has said it wants authorised firms to be ready to offer the new service as soon as the rules take effect




