United Kingdom
PEOPLE MOVES: HSBC, Credit Suisse, Affinity Private Wealth
Bank makes triple change in wealth unit, while Swiss group names COO of UK operation
Best Practice | 14 Jan 21
Why I became a financial adviser…
Mark Staton was a police officer before joining UK firm Elite Financial Planning Consultants
‘Terrible’ Europe advice market ‘needs’ networks
‘Nine times out of 10 clients have been mis-sold,’ says advisory group CEO
70% of finance industry say their firm lacks ESG commitment
Only two-in-10 professionals believe their company is dedicated to ethical finance policies
UK financial planning firm completes first M&A deal of 2021
Acquisition adds more than £60m funds under management to the group