News
Financial planning | news 23 Jul 24
Retirement of financial advisers is source of real concern for clients, reveals new research
21% of people believe their financial planner will retire within the next two years
Verso Investment Management launches private client service led by James Robertson
Robertson has over 30 years of experience in private client portfolio management, joining from Brown Shipley
Financial planning | news 22 Jul 24
Chartered Insurance Institute appoints three new board members
Among them is Roger Jackson, a chartered financial planner, who has been in the profession for 17 years
Private equity firm Permira mulls sale of its $1.5bn stake in Evelyn Partners
Evelyn Partners saw assets under management, administration grow to a record high of £61.8bn in Q1 this year
Prudential Singapore’s adviser headcount ‘to grow’ from 800 to 1,500 by end 2025
Singapore had 333,204 millionaires in 2023, and this number is expected to increase by 13% to 375,725 in 2028