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CISI

PEOPLE MOVES: GSB, CII, Lombard Odier

Industry | 15 Dec 23

PEOPLE MOVES: GSB, CII, Lombard Odier

As professional body appoints two vice presidents, investment service hires head of portfolio management

People Moves: GSB, Evelyn Partners, CISI

Asia | 8 Dec 23

People Moves: GSB, Evelyn Partners, CISI

Wealth manager hires managing partner as professional services firm appoints chief risk officer

Heather Hopkins, Nextwealth

Companies | 10 Oct 23

Tough economic conditions taking toll on advice profession – NextWealth

Report also highlights ‘clear distinction’ between ‘planners’ and ‘advisers’

75% of advised Brits have higher quality of life, report reveals

Companies | 5 Oct 23

75% of advised Brits have higher quality of life, report reveals

With almost one in two saying their mental health benefitted from financial planning

PEOPLE MOVES: Quintet PB, CISI, Nucleus

Africa | 29 Sep 23

PEOPLE MOVES: Quintet PB, CISI, Nucleus

Private bank names COO, as professional body appoints director of global learning

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.