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Chris Budd: Putting financial wellbeing into practice
Wellbeing certificate and audit
Chris Budd: One adviser attempting to deliver financial wellbeing will struggle, however, if they are not appropriately supported by a firm.
Chris Budd
For those who are curious about financial wellbeing and want to learn more, Chris Budd explains how the Initiative for Financial Wellbeing (IFW) can help you get started and why having the support of your firm is important.
The first year of the IFW was, to say the least, a memorable one. From a standing start, and during the pandemic, we now have over 230 members, an annual conference, and a range of regular events. We.
Bank makes triple change in wealth unit, while Swiss group names COO of UK operation
HSBC
The banking group has made three senior appointments in its wealth and personal banking investment unit.
Effective immediately, Willem Sels will be global chief investment officer of private banking and wealth management, while Jan-Marc Fergg will be global head of wealth products, ESG and mutual funds, and Patrick Boumalham takes on the role of global head of ultra-high net worth solutions.
Since joining HSBC in 2009, Sels was a fixed income strategist and the global chief market strategist for private banking.
Prior to HSBC, Fergg spent 20 years at UBS in a variety of senior roles.