Investors want more education from providers and advisers
They also demand for personal values and principles to be at forefront of their strategies
Ex-Zurich Emea CEO takes on mega triathlon after Parkinson’s diagnosis
Gary Shaughnessy is running, rowing and cycling 290 miles from the Marble Arch to the Arc de Triomphe
Most HNWs in Middle East have no succession plan
Just 24% have a strategy in place to pass on their family business
PEOPLE MOVES: Edmond de Rothschild, Bravura, AJ Bell
Financial services giant makes c-suite change, as wealth tech solution provider names CEO
Bank of America invests in fintech platform
They have been partners since 2018