United Kingdom
Increase in demand for deed of variation in trust planning
It ‘can provide a useful solution to address’ inheritance tax concerns
Will retail investors embrace ESG like UK advisers have?
As a quarter of clients are yet to incorporate sustainability preferences in portfolios
PEOPLE MOVES: CPR AM, Stanhope Capital, Perceptive Planning
Amundi subsidiary names CEO, as global wealth manager hires CFO
Advisers sought fixed income funds during Q2 2021
They ‘are looking at a broader universe of investment opportunities for their clients’
Hansard reports 8.3% annual increase in new business
‘Initial focus is on delivering launch’ of its Japan proposition, says newly appointed group CEO