UK wealth manager rolls out planning service for ‘Henrys’
Those with a £200,000+ income can qualify regardless of minimum investible assets
Wealth Management
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US investment manager enters UK retail space
After signing a distribution agreement with London-based wealth firm
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Freshly minted Swiss firm targets US licence
Ranks will be filled by a team of private bankers from Credit Suisse’s UK international UHNW unit
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Under half of Canadians to switch wealth firms in next three years
Firms must engage with clients and become trusted advisers or risk them leaving
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How can advice and wealth firms attract young talent?
Average age of advisers at the moment ‘presents an enormous opportunity for young people’
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Kleinwort Hambros unveils career returners programme
It is partnering with a professional network dedicated to helping women get back into fulfilling work
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Brown Shipley wants to fix industry’s gender diversity problem
The transformation ‘will not happen overnight, but it is a challenge that we will not shy away from’
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Aussie watchdog wealth management investigations up by 216%
The Australian watchdog issued five infringement notices and A$307,800 in penalties in H1 2019
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Woodbrook Group hires COO of wealth management
Former DeVere Acuma man will work closely with CEO to help with firm’s M&A plans
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Charles Stanley strengthens Yorkshire presence with acquisition
Its Leeds office is currently recruiting for additional investment managers
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Downbeat investors tell advisers to pull funds from Schroders
Wealth arm reports a 21% decrease in profit before tax for H1 2019
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Malaysian bank unveils private wealth operation in Philippines
Country is ‘one of the fastest growing economies’ as Asean economic bloc continues to prosper