"Drawing on their founding purpose - to simplify matters for their clients - we worked with Sandaire Investment Office to align their communications and interactions with clients and each other," said Liana Dinghile, group director, strategy at
Arbuthnot Latham also welcomed Stephanie, wife of the late footballer Bobby Moore OBE, to speak about the work of the charity and its aim to raise awareness of bowel cancer.
RBC, Canada’s biggest bank by market capitalization, has closed wealth-management offices across Latin America and the Caribbean as growing regulatory pressure to counter money laundering affects the way banks do business around the world.
Sources said on Thursday that Rothschild would provide advice to ministers and officials in the wake of the publication of the final report of The Airports Commission, which is expected during the summer.
Sesame has written to its appointed representatives promising a variety of benefits, including continuation of trail commission income, if they switch to sister company Bankhall or the as-yet unnamed ‘preferred partner’.
Almost half of advisers only contact their clients once a year regarding their investment portfolio, meaning that investors have little or no idea how their portfolios are doing, according to online platform Rplan.