How can the advice industry improve public opinion of IFAs?
Lack of financial education and opacity around charging ‘contribute to a lingering sense of suspicion about the profession’
Industry
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DBS launches multi-family office VCC for UHNWIs
Clients must invest at least $11.2m in managed assets to qualify
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BlackRock and Avaloq partner to bolster wealthtech offerings
Asset manager will make a minority investment in the fintech firm as part of the agreement
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Two IFAs jailed for £2m investment fraud
They were also co-directors of an offshore fund based in the British Virgin Islands
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Brits not completely opposed to inheritance tax
As 75% say some inheritances should be taxed
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Ex-CFO of SJP partner firm buys UK wealth manager
Founder will retire from the business following the deal
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Hong Kong launches family office network
Initiative will bring together lawyers, trust companies, accountants, private banks and more
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Portfolio diversification ‘completely failed’ in 2022
Head of multi asset at Liontrust does not believe it is the end for 60/40 investing
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PEOPLE MOVES: DWS, AllianceBernstein, WTW
Deutsche Bank subsidiary names head of UK-based operations, as asset manager bolsters European retail divisions
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Jersey government freezing orders against trust assets upheld
Case took 10 years to reach a conclusion
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11% rise in discretionary MPS assets
Consumer Duty has sparked ‘confusion about who is a co-manufacturer of the investment proposition’
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UK set for mass exodus of HNWIs in 2023
Australia, UAE and Singapore are the main hubs attracting high net wealth individuals