Best Practice | 28 Jan 22
Just 7% of advisers have plan to retain female clients
Despite most women inheriting wealth leaving their financial planner within a year of their partner’s death
Independent asset manager to open office in Dubai
As it hires the managing director of Reyl & Cie’s wealth management business to run the operation
PEOPLE MOVES: St James’s Place, Schroders PW, Lombard Odier
Managing director steps down from wealth firm, as advice business makes c-suite change
China approves Schroders WM joint venture
It is the third Sino-foreign JV wealth company given green light to start business
M&G buys £2.8bn Swiss impact investor
Deal expands fund group’s capabilities in sustainable investments for emerging markets