Europe
Credit Suisse to pay €238m to settle private banking tax case
Swiss bank makes no admission of guilt under terms of the agreement
40% of HNWs globally do not have formal inheritance plan
Inadequate strategies ‘can be costly and could lead to unresolved family conflict’
Feifa partners with RBC Brewin Dolphin
Wealth manager wants to grow its footprint internationally over the next couple of years
PEOPLE MOVES: Hargreaves Lansdown, Schroders PW, UBS
CEO to retire from investment firm, as advice group names chief technology officer
Best Practice | 19 Oct 22
Impulsive investment decisions most common client mistake
‘Excellent strategies’ fall by the wayside because customers ‘can’t stick to the plan’

