Companies
Best Practice | 6 Jul 23
Why is inheritance still a taboo subject for advice clients?
As 40% of HNWIs do not have a formal inheritance plan
Lombard Odier opens office in Zug
Following demand for more wealth management services in the region
Chase De Vere ‘actively looking’ to make acquisitions in IFA market
After it did not conclude any deals in 2022
Private banking group partners with BlackRock
Deal will give it access to the asset manager’s set of investment tools, products and solutions
FCA: ‘Gaps observed in liquidity management’ could lead to ‘risk of investor harm’
Regulator warned that asset managers lack arrangements to combat market-wide redemptions