United Kingdom
Best Practice | 30 May 22
Tax and diversification advice most valued by young HNW Brits
Tech-savvy generation ‘still eager to receive tailored guidance on the complexities of managing wealth’
PEOPLE MOVES: Prudential, London & Capital, IQ-EQ
Financial services giant names group CEO, as wealth manager bolsters US family office team
UK advice company buys IFA firm’s client book
Acquired business was looking for a ‘safe pair of hands’
FSCS cap saw investors lose £1bn in compensation
Pension advice claims made up almost half of the total
Irwin Mitchell acquires financial advice company
Deal helps the law firm expand its wealth management arm