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Portfoliometrix

Investment | 4 Sep 24

P1 platform adds DFM PortfolioMetrix

PortfolioMetrix will launch 28 portfolios on the P1 Platform

Asia | 16 Dec 22

PEOPLE MOVES: RBC, SFC, Indosuez WM

Bank names chief executive of wealth management international, as Hong Kong regulator replaces outgoing CEO Ashley Alder

Africa | 11 Nov 22

PEOPLE MOVES: Hargreaves Lansdown, RBC WM, Titan Wealth

Investment firm makes c-suite change, as wealth manager names COO in Asia

Asia | 5 Nov 21

PEOPLE MOVES: Allianz, Wren Sterling, Sovereign Trust

Financial services group names CEO of APAC, as IFA firm hires acquisitions director

Asia | 2 Mar 21

PEOPLE MOVES: HSBC, Succession Wealth, Nedgroup Investments

Bank makes c-suite changes in its wealth unit, while advice firm hires chief commercial officer

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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.