United Kingdom
Financial planning group makes 60th acquisition
Deal adds £175m in client assets
UK ombudsman unveils pensions dishonesty unit
To investigate breaches of trust, misappropriation of funds and fraud by scheme trustees
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
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