Charles Stanley
Soft skills crucial to meet intergenerational planning demands
‘Ability of the adviser to address and tackle the core issues of vulnerable clients and family disputes will be vital’
Charles Stanley targets ‘post-Google/pre-planning’ clients
DIYers who want to find out more but are hesitant about paying a fee for a full financial plan
PEOPLE MOVES: JP Morgan AM, AJ Bell, MFSA
Asset manager names Australia and New Zealand CEO, as investment platform appoints managing director
PEOPLE MOVES: Coutts, Tilney Smith & Williamson, HSBC
Private bank recruits head of international, while wealth manager makes a quartet of hires
Raymond James splashes out £280m on Charles Stanley
Deal will add £27.1bn in client assets to the group