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Month

July 2019
Fund suspensions are nothing new and unfortunately such incidents will continue to happen in the future.  Naturally when a fund does suspend, this can invalidate a whole client portfolio from a suitability perspective, leaving organisations liable for the advice they provide. Remarkably access to the relevant information to spot an impending fund suspension has never been...
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Global Wealth Management People Moves June 2019 Fund DD provider hires former Pictet salesman Former Pictet and Goldman salesman Paul Gaston has taken on the position of commercial director at AssetQ. AssetQ, owned by SigMacity, is a depository of fund due diligence information. Mr Gaston will work with IFAs and investment managers to build the...
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