Wealth Management
US investment manager enters UK retail space
After signing a distribution agreement with London-based wealth firm
Freshly minted Swiss firm targets US licence
Ranks will be filled by a team of private bankers from Credit Suisse’s UK international UHNW unit
Under half of Canadians to switch wealth firms in next three years
Firms must engage with clients and become trusted advisers or risk them leaving
How can advice and wealth firms attract young talent?
Average age of advisers at the moment ‘presents an enormous opportunity for young people’
Best Practice | 23 Aug 19
Kleinwort Hambros unveils career returners programme
It is partnering with a professional network dedicated to helping women get back into fulfilling work