News
PEOPLE MOVES: St James’s Place, Schroders PW, Lombard Odier
Managing director steps down from wealth firm, as advice business makes c-suite change
China approves Schroders WM joint venture
It is the third Sino-foreign JV wealth company given green light to start business
Quilter Cheviot unveils Shariah-compliant investment service
It will initially be focused on eligible clients in the Middle East and Africa via the firm’s DIFC operation
UBS unveils division to serve multicultural investors in US
They ‘are a sizable, yet underserved audience that are actively seeking wealth management advice’
Private banking group buys Swiss rival
Combined entity will have around CHF5.5bn in assets under management