Have Middle East wealth clients been poorly served?
Head of wealth advice at one firm expects ‘client defections to accelerate’ across the region
Head of wealth advice at one firm expects ‘client defections to accelerate’ across the region
Lifeboat scheme to raise £87m more in 2020/21
It will be distributed through the firm’s partner network
Firm raised at least $75m from over 500 investors based in America and overseas
With as many as 500 employees across management levels leaving the Swiss firm
Shows ‘intention’ to increase taxes paid by wealthy and ‘restrict’ financial planning opportunities
‘We know that talent is equally distributed but selectively developed’
Firm is looking at clients who can make a minimum investment of $10m
While UK Insolvency Service warns about fraudsters impersonating its members of staff
Questions being raised about whether tech start-ups can dominate in the HNW sector
Big name to depart mutual insurer, while German bank makes double senior hire
Aimed at advised clients with pots of £250,000 or less