Companies
US expat market is a ‘huge opportunity’ for wealth firms
Brown Advisory tells IA about the challenges that face the small number of companies serving these clients
Best Practice | 2 Nov 22
JP Morgan WM sets up remote advice business in US
To reach out to a ‘whole new set of clients’
Best Practice | 2 Nov 22
Just 1% of advisers trust funds’ sustainability claims
But most agreed that ‘investments should make a positive difference as well as a financial return’
SJP rolls out accumulation range
It will complement the firm’s existing suite of decumulation funds
Citi unveils global wealth centre in Hong Kong
It is one of the bank’s four hubs across the world