IQ-EQ
PEOPLE MOVES: LGT Vestra, SJP, Walker Crips
Chairman and founder steps down from UK firm, while chief global strategist leaves wealth manager
Financial services provider makes 2nd acquisition of 2020
Deal will expand the firm’s private wealth operation in France
Best Practice | 20 Aug 20
How has coronavirus accelerated the global wealth transfer?
Advisers will have to adapt their offering to deal with the ‘physical and emotional changes’
IQ-EQ expands family office offering
Next decade set to be full of challenges and opportunities as trillions of dollars are passed down
PEOPLE MOVES: Mattioli Woods, JFSC, Axa IM
Wealth firm makes c-suite promotion, as Jersey watchdog hires former financial secretary to UK Treasury