The winners of this year’s CISI Annual Awards have been revealed.
Wealth manager EQ Investors has appointed of Simon Moore as a senior investment analyst in its London office.
St James’s Place Wealth Management is among the latest firms to join the Protection Distribution Group (PDG).
Sanlam UK’s wealth management division has entered into a multi-year agreement with BNY Mellon’s Pershing, a provider of trading, clearing, settlement and custody services.
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