Tag: portfolio managers
Wealth managers prioritise investment in personalised client experiences in 2024
In a recent WealthTech survey conducted in January 2024 by Orion, 542 Principal, Portfolio Managers, Chief Operating Officers, Operations Staff, Compliance/Risk Managers and Others...
FCA sets new standards with anti-greenwashing rules
The Financial Conduct Authority (FCA) is enhancing its support for the FinTech industry by confirming new anti-greenwashing guidance ahead of its enforcement starting 31 May.
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