Exploring the complexities of global wealth management for high-net-worth clients
As the wealth management landscape continues to evolve
As the wealth management landscape continues to evolve
To empower advisers ‘to take action into their own hands and build a greener future for their clients and communities’
To help member firms that have been ‘struggling to find appropriate people to fill roles that they have available’
Wealth manager wants to provide more sustainable investment solutions
David Vacani spoke with IA about his ambitions in newly appointed role at the professional body
Guy Opperman is back at the Department for Work and Pensions, as insurer makes c-suite change
Wealth manager wants to grow its footprint internationally over the next couple of years
To enable investors to have a ‘more predictable financial future’
To bolster offering for its Europe-based adviser membership
Chief executive says growth reflects ‘increasing professionalism of the advice sector’
But advisers hoping it will re-open the door to the EU are likely set for disappointment
They have operations in the UK, Europe and South Africa