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The changing role of relationship managers - Professional Wealth Management

The role of relationship managers in wealth management is professionalising, with advisers needing to be increasing agile and informed, though technology can help. ....

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Is the UK becoming less attractive to global families? - Professional Wealth Management

Recently announced tax changes could lead global high net worth families to reassess their links to the UK. ....

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Advisers struggling to manage shift from investment management to wealth planning – Professional Wealth Management

Advisers struggling to manage shift from investment management to wealth planning – Professional Wealth Management
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NEXUS Launches Impact Accelerator

/PRNewswire/ NEXUS, a unique community representing over $700B in family assets with a deep dedication to social impact, today announced the launch of its. ....

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