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PFS

Best Practice | 7 Oct 20

How much has covid forced financial plans to change?

27% of advisers said clients have reduced how much they save and spend each month

Asia | 25 Sep 20

PEOPLE MOVES: Brooks Macdonald, Shard Capital, Raffles FO

Investment manager names CIO, while wealth firm makes c-suite change

Asia | 18 Sep 20

PEOPLE MOVES: Barclays, SJP, MetLife Gulf

UK group names head of private bank Europe, Monaco and Switzerland, while wealth firm bolsters Asia arm

Best Practice | 9 Sep 20

PFS calls on insurers to improve customer experience

Following International Adviser investigation into discrimination against some clients

Companies | 27 Aug 20

Is AuM the best way for advice firms to segment clients?

Increasing regulatory requirements have made the process seem like a ‘daunting task’

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.