RBC
RBC fined HK$7.7m for mishandling client assets
There is no evidence of losses for customers
Best Practice | 14 Jul 22
US advisers face pressure to improve ESG knowledge
Millennials ‘strong appetite’ for the investment strategy creates ‘opportunity’ for industry
Best Practice | 30 May 22
Tax and diversification advice most valued by young HNW Brits
Tech-savvy generation ‘still eager to receive tailored guidance on the complexities of managing wealth’
PEOPLE MOVES: BennBridge, Maven Wealth, RBC WM
Investment boutique names CEO for Europe and UK, while wealth firm hires chief executive as it rebrands
Brewin Dolphin sold for £1.6bn
To create a ‘market leader’ with £65bn in assets under management