In the context of a financial services firm going bust, Cherry Reynard looks at the important distinction between a bank and a fund group or platform - the latter two do not hold client assets
The financial crisis prompted a significant reappraisal of just what constitutes ‘safe' in financial services. Previously, few would have considered whether money held with...
Two global vehicles
'Further plug advice gap'
Must appoint separate CEOs and boards
Advisers do come out well
Will report to Mark Till