Companies
Best Practice | 8 Dec 21
Just 36% of HNWs discuss wealth plans with their partner
Clients need to be ‘open and honest with their family’ in order to ‘make most of tax breaks available’
Best Practice | 8 Dec 21
UAE central bank insurers hit with advice liability notices
FPI says it is in talks with regulator ‘to understand the implications for both providers and advisers’
Hong Kong PWM industry still attractive to Chinese clients
Its legal and financial systems make it an offshore wealth centre that attracts money
Sanlam boosts investment offering for US citizens in UK
There ‘really aren’t any properly structured dual-reporting funds’, it claims
Advice firm aims to be ‘acquirer of choice’ in UK market
‘Destroying your culture can happen quite quickly with a couple of bad deals or even one’