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Wealth Management

Companies | 5 Sep 19

UK wealth manager rolls out planning service for ‘Henrys’

Those with a £200,000+ income can qualify regardless of minimum investible assets

Companies | 4 Sep 19

US investment manager enters UK retail space

After signing a distribution agreement with London-based wealth firm

Europe | 4 Sep 19

Freshly minted Swiss firm targets US licence

Ranks will be filled by a team of private bankers from Credit Suisse’s UK international UHNW unit

Companies | 28 Aug 19

Under half of Canadians to switch wealth firms in next three years

Firms must engage with clients and become trusted advisers or risk them leaving

Companies | 27 Aug 19

How can advice and wealth firms attract young talent?

Average age of advisers at the moment ‘presents an enormous opportunity for young people’

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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.