Regions
Swiss private bank targets key segment with platform roll-out
It aims to strengthen its global coverage of independent asset managers
Dubai real estate investors offered Moldovan passport
As long as they invest at least £1m
Firms struggle to meet economic substance rules
With clients urged not to go ‘jurisdiction shopping’ to find the most attractive regime
Buyout adds to northern IFA firm’s powerhouse ambitions
As Quilter completes acquisition of Lighthouse to grow its 3,500 adviser network
Best Practice | 12 Jun 19
UK wealthy changing advice firms to get more ‘attention’
Clients feel alienated as wealth managers forget how much they value a personalised approach