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Best Practice | 14 Jun 23
How can the advice industry improve public opinion of IFAs?
Lack of financial education and opacity around charging ‘contribute to a lingering sense of suspicion about the profession’
DBS launches multi-family office VCC for UHNWIs
Clients must invest at least $11.2m in managed assets to qualify
Two IFAs jailed for £2m investment fraud
They were also co-directors of an offshore fund based in the British Virgin Islands
Brits not completely opposed to inheritance tax
As 75% say some inheritances should be taxed
Ex-CFO of SJP partner firm buys UK wealth manager
Founder will retire from the business following the deal