Saffery Champness Registered Fiduciaries has appointed Sean Walsh as an Associate Director based in the firm’s Guernsey office.
CWB Financial Group is to acquire iA Investment Counsel Inc (iAIC), a wholly owned iA subsidiary.
Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton, has finalised its acquisition of Athena Capital Advisors, in a merger transaction.
PIMFA, the trade association for the investment services and financial advice industry, has published a paper on the future of supervision entitled 'FCA Supervision – fit for purpose?'
Refinitiv has acquired Scivantage, a Software as a Service (SaaS) specialist in the wealth management fintech market.
Evercore Wealth Management has promoted Portfolio Manager Jonathan Bergner and Financial Advisor Nancy Gabel to Partner.
In an industry first, the UK Structured Products Association (UKSPA) has launched Portfolio Optimiser – a free tool that allows advisers and wealth managers to see how structured products can complement and enhance a wider investment portfolio.
Vanguard has announced a number of changes to the Vanguard Managed Payout Fund, including renaming it Vanguard Managed Allocation Fund, adding a new portfolio manager, and eliminating monthly payouts in favour of an annual distribution.
RGT Wealth Advisors has appointed Matt Krauss as chief investment officer.
New research among financial advisers and wealth managers commissioned by TIME Investments, which specialises in infrastructure, long income property and other asset-backed investments, shows that 42 per cent (of the advisers’ surveyed) said their clients are now investing in infrastructure such as renewable energy, utilities, transport and logistics and social infrastructure.