Pershing has begun hosting its practice management programme in the UK for the first time, giving firms an insight into regulation, buying, selling and merging businesses, technology and changing client demands.
The Client Advisory Council was recently held in Henley-on-Thames and also included one-on-one sessions on best practice for specific business development plans. Held twice a year, the events aim to enable business owners and chief executives to debate and receive specialist advice on the key issues affecting their business growth. Pershing, a BNY Mellon company which provides custodian solutions to advisers, has been hosting similar events in the US for the past two years. Paul Bayliss, director and head of Wealth and Adviser Solutions for Pershing's UK business, said: "We work in...
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