Netwealth
People Moves: Julius Baer, Credit Suisse, Manulife
Private bank bolsters Hispanic America team, while rival doubles down on its ESG strategy
Battle for next gen clients set to heat up
52% of young Brits will change firms if their expectations on technology and transparency are not met
Divorced UK women regret lack of financial engagement
Only 25% had a complete understanding of their and their partner’s combined situation
Independent women embrace financial freedom
It is becoming a bigger and bigger trend for spouses and partners to keep their finances separate
Financial advisers unimpressed with Mifid II
Industry says its failed to deliver on objectives to improve integrity, fairness and efficiency