United Kingdom
40% of HNWs globally do not have formal inheritance plan
Inadequate strategies ‘can be costly and could lead to unresolved family conflict’
St James’s Place assets perk up
But FuM still a long way from the £154bn it had on the books at the start of the year
Ex-Arlo and DeVere trio set up UK advice business
Company will also be offering repatriation services for clients looking to return to Britain
London-based IFA firm makes first acquisition
It is ‘keen to speak to more businesses’ about M&A deals
PEOPLE MOVES: Hargreaves Lansdown, Schroders PW, UBS
CEO to retire from investment firm, as advice group names chief technology officer