News
Best Practice | news 28 Feb 23
UK advisers to shun simplified ‘core advice’ model
‘Targeting more wealthy clients’ and ‘fees will be too low’ are main arguments against the FCA’s plans
PEOPLE MOVES: Octopus Investments, Progeny, Sigma Private Office
Investment firm makes CEO change, as financial planning group names head of academy
Canaccord bosses take aim at RBC valuation
As the firm’s senior management team formalises its offer to take the company private
Edmond de Rothschild sets up Dubai office
It has private wealth hubs in a range of European countries including Switzerland and Luxembourg
ESG investing ‘experiencing significant growth’ in Middle East
Region is undergoing a generational shift changing how private clients operate
