PEOPLE MOVES: St James’s Place, Quilter, Newton IM, Ortec Finance, M&G, Morningstar
Former Schroders head of UK moves to SJP
How to use professional connections to do succession planning
In the first of a series looking at wealth and succession planning from a legal perspective, Edward Stone, partner at Irwin Mitchell Private Wealth, explains how lawyers and investment advisers can work together to ensure their clients’ wealth and succession objectives are fully met.
