Progeny
PEOPLE MOVES: FCA, Willis Towers Watson, ATC Tax
UK regulator looks to Hong Kong for CEO, as advice firm names head of investments
Covid-19 will change advice market ‘forever’
CEO of UK wealth firm says nobody he knows had business continuity plans for an outbreak
Women-focused wealth business joins UK adviser
To improve the representation of women within the industry
PEOPLE MOVES: Schroders, Progeny, Ocorian
Co-heads of intermediary named at investment manager, while wealth firm opens tax service
Best Practice | 12 Jun 19
UK wealthy changing advice firms to get more ‘attention’
Clients feel alienated as wealth managers forget how much they value a personalised approach