Rathbones

Senior execs from Aviva’s Succession Wealth, Schroders Personal Wealth, 7IM and Rathbones join forum

Advisers report rising proportion of high-net-worth clients

As retirement concerns grow

‘Reflected market volatility’

‘Volatility is your friend if you are a long-term investor’

The series continues as Richard Romer-Lee chats to James Thomson

Effective from 2 April

Jonathan Sorrell to join wealth manager as CEO designate

Will oversee investment management and financial planning

Upgraded MPS for IFAs set for 2025 launch