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’

There ‘really aren’t any properly structured dual-reporting funds’, it claims

‘Destroying your culture can happen quite quickly with a couple of bad deals or even one’

Asia | 7 Dec 21

Fund manager founder retires, as Swiss giant makes board reshuffle

It will have a higher weighting to equities for investors seeking long-term growth

United Kingdom