IQ-EQ
PEOPLE MOVES: Zurich, Lloyds Banking Group, Schroders
UBS Group COO joins board of insurance giant, as bank names protection director
People Moves: Julius Baer, Credit Suisse, Manulife
Private bank bolsters Hispanic America team, while rival doubles down on its ESG strategy
PEOPLE MOVES: LGT Vestra, SJP, Walker Crips
Chairman and founder steps down from UK firm, while chief global strategist leaves wealth manager
Financial services provider makes 2nd acquisition of 2020
Deal will expand the firm’s private wealth operation in France
Best Practice | 20 Aug 20
How has coronavirus accelerated the global wealth transfer?
Advisers will have to adapt their offering to deal with the ‘physical and emotional changes’