Industry
HSBC Global Private Banking expands in China
As it opens offices in in Chengdu and Hangzhou
Blacktower unveils Panama advice operation
Country ‘is a valuable addition’ to the firm’s regulatory footprint
Global advice firm opens Canary Islands office
Former Blevins Franks private client manager will run the operation in Tenerife
UK advisers to reduce platform usage amid cost-of-living crisis
Providers ‘may be in for a bumpy ride over the next few months’
Best Practice | 11 Oct 22
Client suitability systems not up to scratch, say wealth managers
Just 7% believe current processes can react quickly to changes in customer circumstances