Most HNW women think advisers would treat them different to men
As 82% expect to inherit substantial wealth over the next two decades
Latest news
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Ex-JP Morgan PB executives launch wealth platform
It will provide advisory, discretionary, alternatives and ESG investment solutions
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Singapore telecoms firm enters robo-advisory market
As it inks an agreement with UOB Asset Management
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J Safra Group chairman dies
He spearheaded the financial company’s international expansion
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UK pension platform sold to Canadian tech firm
This marks the company’s first foray into the British investment market
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SJP praised for co-operating over costs and profitability concerns
Activist investor Primestone Capital accused wealth manager of fostering a ‘high cost culture’
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Private equity giant eyes sale of Lombard International?
It is reportedly working with Bank of America Merrill Lynch following several offers
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Openwork urges advisers to get protection qualifications
It believes there is an educational gap in the sector that needs addressing
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Unregulated financial adviser with six aliases banned
She was already convicted and disqualified in 2009
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FCA makes mass-marketing ban for mini-bonds permanent
UK financial watchdog introduced a temporary measure at the beginning of 2020
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‘Accidental’ Americans take legal action against US
They allege violation of the constitution and breach of international laws
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Partial win for Quilter in legal case against former adviser
But judge rules restrictive covenants were excessive and not enforceable