JP Morgan WM sets up remote advice business in US
To reach out to a ‘whole new set of clients’
Industry
-
-
Just 1% of advisers trust funds’ sustainability claims
But most agreed that ‘investments should make a positive difference as well as a financial return’
-
SJP rolls out accumulation range
It will complement the firm’s existing suite of decumulation funds
-
Financial services provider buys Cayman-based trust firm
In a bid to create one of the ‘strongest private wealth teams’ in the market
-
Citi unveils global wealth centre in Hong Kong
It is one of the bank’s four hubs across the world
-
How do the private equity investment markets differ globally?
Geoff Cook looks at regulatory and tax frameworks in Europe and US wealth sectors
-
12% of Brits receive unsolicited pension transfer approach
‘Cost-of-living crisis might be a route in for scammers’
-
PEOPLE MOVES: M&G, CII, One Four Nine Group
Financial services giant names wealth and advice CEO, as professional body makes c-suite change
-
Private bank obtains Cayman licence
It can now offer services to HNW individuals residing in the region
-
‘Don’t try to make an acquisition fit through mistruths or omissions’
How acquirers should approach the advice M&A market
-
Advisers fear clients will not meet retirement goals
Savers with IFAs have greater clarity on how much money they need to have in later life
-
FCA prosecutes five over roles in £1.2m investment scheme
Some of the defendants allegedly used victims’ money to fund their lifestyles