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Quilter Cheviot

PEOPLE MOVES: Generali, Zurich, Manulife

Industry | 22 Sep 17

PEOPLE MOVES: Generali, Zurich, Manulife

Generali has named a replacement for the outgoing head of investments at its asset management division. Meanwhile, the chief executive of Zurich North America is to depart and Manulife has appointed a president and chief executive for Asia.

Best Practice | 8 Sep 17

Intelligent Money launches platform for inactive IFA clients

Investment manager and Sipp provider Intelligent Money has launched a white-labelled investment tool that allows advisers to offer a low-cost proposition to inactive clients they no longer serve face-to-face.

PEOPLE MOVES: Standard Life Aberdeen, Aviva Investors, HSBC

People Moves | 22 Aug 17

PEOPLE MOVES: Standard Life Aberdeen, Aviva Investors, HSBC

Investment giant Standard Life Aberdeen has hired a director for its onshore China business, while HSBC Private Banking has appointed a head of funds and Etfs and Aviva Investors has added a head of multi-asset products.

PEOPLE MOVES: Quilter Cheviot, CBA, Stonehage Fleming

People Moves | 15 Aug 17

PEOPLE MOVES: Quilter Cheviot, CBA, Stonehage Fleming

Australia’s largest bank is to lose its chief executive at the end of the next fiscal year, stirring speculation the move might be linked to a money laundering scandal. While, Quilter Cheviot promotes the deputy head of its Birmingham office to the branch’s top spot.

Couple win fight against wealth firm over £200k fund transfers

Best Practice | 7 Aug 17

Couple win fight against wealth firm over £200k fund transfers

The UK’s Financial Ombudsman Service has upheld a complaint about the unsuitable transfer of investments worth around £200,000 ($260,869, €221,431) made against Attivo Financial Services.

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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.