United Kingdom
PEOPLE MOVES: Schroders Personal Wealth, IQ-EQ, FE Fundinfo
Advice business hires chief client officer, while investor services firm makes c-suite change
UK advice company buys Yorkshire-based business
Deal adds £40m assets under management
Tilney S&W adds second firm to succession programme
Advice company founder will join the wealth manager’s Essex office
Best Practice | 5 Jan 22
Just 28% of HNW Brits to split wealth equally between children
‘There is no one-size-fits-all approach to how you divide up’ assets
How will dividend tax rises impact UK advice clients?
‘Investors will need to switch to a capital withdrawal strategy in retirement’