Wealth manager Q&A with Nji Lorimer: The human touch
Place clients’ needs at the heart of every decision, explains SG Kleinwort Hambros’ head of UK domestic wealth planning, and everything else will fall into place
Place clients’ needs at the heart of every decision, explains SG Kleinwort Hambros’ head of UK domestic wealth planning, and everything else will fall into place
Liz Field, chief executive of Pimfa, looks back at a trio of huge regulatory projects – and ahead to what the coming year has in store for the trade body and its membership
The race for Consumer Duty has only just begun, writes Morningstar’s Steve Owen
Mark Polson from Lang Cat and Holly Mackay of Boring Money comment on the transition