Brits under-45 ignored by financial advisers
Focus on AuM and mismatch on client needs favouring older generations
Focus on AuM and mismatch on client needs favouring older generations
It misled clients about property investment returns
Many are worried their business will lose assets as they fail to retain clients
International real estate and domestic equities also in demand
After breaching regulatory ban
Deal includes its relationships with private clients
It aims to offer products ‘that deliver excess returns in the medium and long term’
It has been designed to ‘deliver support in every area of meeting these requirements’
Months after reportedly rebuffing a takeover offer
To help them with commercial and management development
Taking care of IHT liabilities should not be the only goal
In a bid to become a top-three provider by 2025