Kingswood
PEOPLE MOVES: Mattioli Woods, Kingswood, Generali
C-suite reshuffle at wealth management firm, while advice business makes triple senior hire
Is the UK financial advice sector ready for ESG demand?
Strategy will ‘have a much more significant role to play’ in post-coronavirus retail investments
PEOPLE MOVES: Beaufort Financial, Barclays, Brown Shipley
Wealth firm hires head of advice, while private bank creates global family office role
UK wealth manager splashes out £18m on IFA firm
Company has ‘three transactions under exclusive due diligence’ in its ‘robust’ pipeline
How to help clients near retirement as covid-19 spreads
If advisers haven’t reduced exposure to risk and volatility then the ‘horse has bolted’