Advisers’ platform priorities unmoved by Consumer Duty
Almost identical to previous years
Almost identical to previous years
Elena Lieskovska joins the Openwork board
£97m higher than the same period last year
Multi-asset investment specialist joins
Compounded by 40% of people not having a will
David Smith joins from RBC Wealth Management
Only 20% said they know where to find a good financial adviser
Failing to offer advisers ‘holistic CGT planning support’
James Denton joins from Foresight Group
Five portfolios across risk profiles
Managed by Chris Lo
Has been at Schroders since 2002