Ex-Coutts banker launches AI-powered wealth platform
Firm aims to reach ‘abandoned’ clients with £100,000-£2m in investible assets
Firm aims to reach ‘abandoned’ clients with £100,000-£2m in investible assets
Acquisition by Resolution Life ‘highly unlikely to proceed’ as firm struggles to meet conditions
It will operate two model portfolio ranges with a mix of passive and active approaches
It takes more than an open mind to serve LGBT+ customers
Taking time off work biggest contributing factor
Brewin Dolphin talks about the challenges the wealth sector is facing
Unmarried, heterosexual couples could gain IHT and pension rights
Time limits for processing requests welcomed but it won’t alleviate the pressure on advisers
Over £15m was raised from 1,000 people who were promised ‘unrealistic returns’
Head of wealth planning joins the global bank and savings chief named at Scottish giant
He is accused of committing nine offences and was arrested at Heathrow Airport
Heightened risk-taking at a time when retirees face greater longevity and less money