40% of HNWs globally do not have formal inheritance plan
Inadequate strategies ‘can be costly and could lead to unresolved family conflict’
Inadequate strategies ‘can be costly and could lead to unresolved family conflict’
Country ‘is a valuable addition’ to the firm’s regulatory footprint
Head of multi asset retires from investment firm, while wealth manager reshuffles Americas team
After he was found guilty of running the scheme in August 2022
Bank will still offer wealth services to clients with ‘complex and global’ needs
Banking giant makes wealth management reshuffle, as investment firm names head of multi-asset
UK regulator names chair, as investment manager makes c-suite changes
Europe continues to lead the way with biggest share of the market
It will merge with a fellow financial software company as part of the deal
To bolster its offering in North and Latin America
It is the fastest growth rate in over a decade
Companies ‘try to impose too much of a European or American style business culture’