UBS
40% of HNWs globally do not have formal inheritance plan
Inadequate strategies ‘can be costly and could lead to unresolved family conflict’
PEOPLE MOVES: Hargreaves Lansdown, Schroders PW, UBS
CEO to retire from investment firm, as advice group names chief technology officer
PEOPLE MOVES: MFSA, Cayman Finance, UBS
Regulator names acting CEO, as promotional body hires chief executive
PEOPLE MOVES: IQ-EQ, UBS AM, JTC
Financial services provider hires Europe CEO, as asset manager names head of Hong Kong
US in the news: Mariner Wealth buys advice network
A round-up of people moves and M&A deals across North America