United Kingdom
Best Practice | 10 Sep 21
How wealth firms can tackle the next-gen client conundrum
Substantial business could walk out of the door if relationships are not built early enough
BNO passports issued to nearly 500,000 Hong Kongers in 2 years
As 75% of HK advisers receive more queries from clients about offshore investing and relocating
FCA eyes faster removal of unused permissions
But watchdog cautioned against being ‘too heavy handed’
Investment adviser sentenced to nearly 6 years in prison
FCA will ‘pursue confiscation proceedings against him in order to try and seize his illegal gains’
Equity investors eye up Europe
Long-standing aversion driven by ‘myth’ that they act as a detractor to multi-asset portfolios

