Current chief executive will stay at the life insurer as general manager.
Author Archives: PA Adviser
Financial services group buys Hong Kong wealth manager
Acquirer’s goal ‘is to make a positive impact on society’.
Financial services group buys 35% stake in Aussie wealth firm
Deal involves an initial cash consideration of A$740,000.
Aussie regulator freezes assets of director and his four firms
They allegedly obtained A$2.5m by misleading investors
Investors want more education from providers and advisers
They also demand for personal values and principles to be at forefront of their strategies.
Advice firm unveils portfolio management service
It will feature a mix of active and passive funds
CISI partners with China-based international business school
To develop a joint wealth management programme.
Manulife joins forces with Vietnam fintech firm
The partnership hopes to narrow the health protection gap.
Global wealth surges 10.6% to $530trn
It is the fastest growth rate in over a decade.
Hong Kong regulator warns investors about NFTs
Firms are reminded about licensing rules when marketing the asset as part of a collective investment scheme.