Charles Stanley
PEOPLE MOVES: Charles Stanley, Wealthify, VG
Wealth firm names head of asset management, while platform appoints CIO
UK wealth manager forms ESG partnership with MSCI
As it scraps VAT from its managed portfolio service
Best Practice | 17 Nov 20
Rise in out-of-hours client contact for IFAs amid covid-19
Pandemic has sparked Brits to focus more on portfolios, wealth transfer and estate planning
Brits turn to inheritance to fund retirement
Figures show a ‘looming later life funding crisis on the horizon’
PEOPLE MOVES: Manulife, BNP Paribas AM, Coutts
Insurance firm makes four c-suite changes in Hong Kong, as asset manager hires head of Apac