United Kingdom
Ex-Prudential adviser sets up UK wealth management firm
Being made redundant forced him ‘to take the leap’
Low rates set savers up for big pension disappointment
‘The industry needs to step up and do better to help investors be realistic’
78% of Brits over 60 do not have an estate plan in place
But 72% intend to pass assets to their children after they die
Global financial advice firm secures federal approval from SEC
In addition to the US, it has offices in the UAE, Switzerland and the UK
STM sells Jersey trust businesses for £1.86m
To ‘focus on core activities of pension administration and provision of life assurance wrappers’