Industry
UBS unveils tool for UHNW clients in US
To provide a complete picture of customers’ portfolio including alternative investments and art collections
Best Practice | 17 Nov 22
Most advisers rely on portfolio performance to evidence value
This fails to measure the planning and emotional support that clients get from IFAs
‘Deep freeze’ and tax cuts mean bad news for IHT and CGT
Chancellor Jeremy Hunt unveils ‘balanced plan’ to cope with record inflation and cost-of-living crisis
UK government commits to ‘unsustainable’ pension triple lock
Calls for system to be assessed to find a ‘fairer way’ to raise the state pension
GBST rolls out wealth management platform in the UAE
Middle East expansion was a ‘logical step in the company’s next phase of growth’