CISI
Best Practice | 11 Nov 20
What does the end of ‘gap-filling’ mean for advisers?
Relevance of older qualifications is being put under a microscope
PEOPLE MOVES: M&G WM, Brewin Dolphin, Globaleye
Platform CEO to step down, while wealth firm names chairman
PEOPLE MOVES: Transamerica Life, Eastspring, Nomura AM
Aegon subsidiary makes CEO change, as investment firm names Taiwan chief
PEOPLE MOVES: Credit Suisse, Team AM, Vontobel Asset Management
Swiss banking giant bolsters international wealth arm, as Jersey firm names head of client relations
PEOPLE MOVES: ASI, Cazenove Capital, Intelliflo
Investment firm names global head, while Schroders wealth management subsidiary bolsters UK presence