06/10/2019

Customer care vital to HNW clients

In fact care and attention were so important that almost two thirds were willing to pay more or achieve lower returns if they received a high quality of service and 63 per cent had switched provider due to insufficient attention in the past two years.

06/07/2019

Will US firms change the face of Britain’s advice market?

The service lets clients first select their goals (whether it be sending their children to university or saving for retirement), and then provides them with the probability of achieving each goal, as well as suggestions on how to increase the probability

06/06/2019

Woodford – our view

While the trading suspension is very frustrating for those who need the capital now, it’s a protection against risk for investors.

06/06/2019

Dolfin powers up with Falcon acquisition

The London wealth management boutique is makes new headway with the acquisition of Falcon private bank amid raft of impressive hires, reports Arun Kakar

06/06/2019

Arbuthnot Latham moves to Euroclear’s investment fund service

Euroclear noted that from the placing of a funds order to the settlement, transfer, reconciliation and corporate action processing of the asset, the service makes a fund held in the UK as easy to administer as any other EUI-eligible instrument.

06/05/2019

Schroders and Lloyds advisory takes on 500 staff

Schroders Personal Wealth chief executive James Rainbow described the move as a "significant milestone" for the business and expressed his "delight" with the progress the firm was making.