United Kingdom
Best Practice | 9 Jun 21
Aegon unveils financial wellbeing tool
It ‘provides people with tailored information and relevant material to change their behaviours’
Private client firm buys IHT portfolio service business
Offering is a ‘prudent planning tool’ for investors
BNP Paribas Wealth Management expands NRI division
With the creation of a dedicated unit based in Dubai which will work with the team in Asia
Director gets 14-year ban for £13m property investment ‘Ponzi’
He promised substantial returns but instead transferred the funds abroad
LGIM rolls out ‘disruptive’ model portfolio service
Shortly after rival Schroders unveiled its own low-cost range