But, she said, fundamentally, the client of today and the client of the future want similar things, a personal relationship but I want choice as in how the information is delivered.
In part two of the interview with Annamaria Koerling, head of wealth management at C Hoare & Co, discusses why she expects to continue to see growth in the number of clients coming from the entrepreneurial sector and from outside of the UK.
The portfolios were previously only available to advisory and discretionary clients
Lovell Minnick Partners (LMP) will take a majority shareholding
Positioned highest risk model for the potential of an improved market outlook in Asia and emerging markets
Six UCITS funds filed under SFDR Article 8
Will replace CEO Anne Richards, who will return as vice chair
RQI is part of First Sentier Investors Group