Firms are reminded about licensing rules when marketing the asset as part of a collective investment scheme.
Author Archives: PA Adviser
IFA association launches in Australia
It is only interested in established advisers with a clean history.
Westpac sells asset management arm to Mercer
The firms also agree a superannuation funds merger.
Hong Kong investment firm acquires wealth manager
It has also purchased a 45% stake in its family office affiliate.
Australian investment manager buys wealth firm
The deal adds $267m in funds under management.
AMP sells international investment management arm
The Australian firms intends to develop its wealth and banking businesses.
Sun Life rolls out ESG savings plan in Hong Kong
Clients will be able to invest in green bonds, renewables and energy transition.
Singapore advisers told to improve standards and conduct
The regulator looks to build greater trust in the sector.
UK life insurer sets up shop in Singapore
Asia will be a core region for the firm over the long term.
Martin Gilbert-backed firm moves into Hong Kong
It plans to expand its offering to Apac high net worth investors and family offices.