What can wealth firms do to cater to female investors?
Industry ‘hasn’t done a good enough job of providing tailored services to women’
RBC
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Canadian bank buys £9.2m stake in Brooks Macdonald
As Liontrust increases its shareholding in the investment manager
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PEOPLE MOVES: Sanlam, RBC Wealth Management, Deutsche Bank
South African firm reshuffles management team, wealth manager hires executive director in Singapore
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Is the UK financial advice sector ready for ESG demand?
Strategy will ‘have a much more significant role to play’ in post-coronavirus retail investments
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PEOPLE MOVES: Beaufort Financial, Barclays, Brown Shipley
Wealth firm hires head of advice, while private bank creates global family office role
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PEOPLE MOVES: LGIM, Royal London, Aberdeen Standard
Investment manager hires COO, while mutual insurer names group CFO
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Wealth firm commits to empower female investors
Industry is starting to make real progress but ‘there is still a long way to go’
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US in the news: Morgan Stanley in $13bn acquisition deal
A round-up of the latest people moves and M&A deals in North America
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Robo vs financial advice: Battle of the Canadian wealth market
Questions being raised about whether tech start-ups can dominate in the HNW sector
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US in the news: Amerilife closes M&A deal
A round-up of the latest people moves and M&A deals in North America
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PEOPLE MOVES: Just Group, Schroders Personal Wealth, AJ Bell
Financial services firm hires CEO, while Lloyds joint venture bolsters team to set up adviser academy
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Long-term financial wellbeing a concern for ‘young’ UK savers
But 74% are confident of reaching their investment goals