How are UK advice firms planning for the end of lockdown?
‘Face-to-face meetings will quickly become the exception rather than the norm’
‘Face-to-face meetings will quickly become the exception rather than the norm’
Wealth manager will also continue to ‘explore selective M&A’ deals
Pension firm Netherlands CEO departs, while family office hires head of estate planning
Questions around whether bonds offer the same protection against market shocks
But firm says acquisition pipeline is ‘active’ and will be ‘pillar for future growth’
It will provide advice on a range of issues including succession planning and cross-border estates
Being made redundant forced him ‘to take the leap’
‘The industry needs to step up and do better to help investors be realistic’
But 72% intend to pass assets to their children after they die
In addition to the US, it has offices in the UAE, Switzerland and the UK
To ‘focus on core activities of pension administration and provision of life assurance wrappers’
Prospective deal will help bolster its IFA distribution channel