What do retail investors need to know about illiquid assets?
Risk appetite, knowledge, experience and amount of wealth all important things to consider
Industry
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PEOPLE MOVES: Utmost Wealth Solutions, T Rowe Price, Rothschild & Co
Insurance provider names head of sales for France, as international CEO retires from asset manager
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UK-based financial advice firm declared in default
With the FSCS receiving eight claims against the company
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UK wealth manager sets up Norwich advice operation
Firm has hired PFS Chartered Financial Planner of the Year 2023 to lead the arm
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How will UK/EU financial services agreement impact advice firms?
MoU ‘is a welcome commitment from both sides’
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Ex-SJP director joins advice network as managing partner
Need for ‘high quality’ IFAs and provision of financial advice across Europe ‘has never been more paramount’
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FCA widens retail investors and pensions access to LTAFs
UK regulator is seeking views on whether the FSCS protections should be available for Long Term Asset Funds
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How should investors protect their portfolio?
Morningstar IM discusses what advice clients need to know about the financial markets
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One-in-five Brits regret not planning for retirement earlier
This rises to 27% for UK adults aged between 35 and 54
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LGT to bolster private banking footprint in Germany
It will open two offices in the country in 2024 following the launch of its operation in Hamburg last year
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Global financial wealth shrinks for first time in 15 years
But decline expected to be short-lived with a 5% rebound predicted
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EU-style wealth tax en route to the UK?
It might encourage a shift in how the wealthy Brits invest