News
UK asset manager to enter financial planning market
Yorkshire firm aims to double its clients base
Asset manager targets Hong Kong retail market
Firm intends to launch an equity product that was formerly only available to professional investors
Best Practice | news 18 Jul 19
CII helps roll out master’s degree in insurance and risk
It develops core skills in the sector alongside an understanding of the ‘contemporary business environment’
Investment platform secures French licence
To set base in the country and serve European clients after Brexit
UK software provider snapped up by global fintech firm
Brooks Macdonald, Charles Stanley, Quilter and AJ Bell among its clients