Financial planning
Rothschild & Co officially opens wealth management office in Dubai IFC
The office is headed by Sascha Benz, a senior banker who has relocated from Rothschild & Co in Switzerland
Financial Planning Standards Board names board chair, expands global leadership
FPSB also announces two new board members, Marcia Dessen and Jan Karsten, to serve three-year terms
Financial planning | 18 Nov 24
Over half of millennials with wealth over £25m say their family has no philanthropic arm
69% of young heirs surveyed aged 18-40 are happy about stepping into leadership roles within the family business
CISI unveils Financial Planning Week 2025 as ‘opportunity to give back’
It will take place between 27 January and 2 February next year
Financial planning | 15 Nov 24
St. James’s Place ‘welcomes’ next phase of the Advice Guidance Boundary Review
Targeted Support should provide a framework that enables consumers to make better-informed decisions