United Kingdom
Ex-Coutts banker launches AI-powered wealth platform
Firm aims to reach ‘abandoned’ clients with £100,000-£2m in investible assets
Regulatory roadblock halts AMP Life sale
Acquisition by Resolution Life ‘highly unlikely to proceed’ as firm struggles to meet conditions
Charles Stanley and Brewin partner with newly formed DFM
It will operate two model portfolio ranges with a mix of passive and active approaches
‘Patronising’ attitudes drive diverse clients away
It takes more than an open mind to serve LGBT+ customers
Women in UK face over £100,000 pension gap
Taking time off work biggest contributing factor