Aviva
PEOPLE MOVES: GSB Capital, EFG International, Seccl
UAE advice firm hires managing partner, while Swiss private bank names chairman
Best Practice | 29 Jun 22
Advisers lack ESG focus in client portfolio reviews
But they discuss sustainability preferences with new customers during onboarding process
Aviva and Vanguard make MPS push following red hot demand
46% of UK wealth managers plan on using model portfolios more extensively over the next two years
PEOPLE MOVES: FNZ, IWP, Skybound WM
Wealth tech giant names CEO of UK and South Africa, as advice group hires CFO
£263bn left to rot in bank accounts
If they shopped around, savers could secure a ‘fixed-term return of more than 2%’