The Chartered Body Alliance has urged regulators, firms and professional bodies to work together to tighten the fitness and propriety assessments of financial services professionals.
Made up of the Chartered Insurance Institute (CII), the Chartered Institute for Securities and Investment (CISI) and the Chartered Banker Institute (CBI), the alliance wants processes to be tightened to ensure information...
Ceremony on 29 November
Robo-advisers manage £1.7bn in total
Closing in 2020
Second of five videos with Cazenove Capital’s DFM team