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Wealth of Opportunities II

The Private Banking and Wealth Management (‘PBWM’) industry, at its core, helps customers to invest their savings and manage their finances, while empowering them to look forward and build their futures with confidence. The sector has experienced significant growth in assets in recent years, boosting broader UK economic growth. This report highlights the important contribution…

Improving outcomes for customers in vulnerable circumstances

Ensuring that customers in vulnerable circumstances are treated not only fairly but with empathy and sensitivity to their circumstances is a growing priority for the financial services industry. That is why the industry, together with charities and consumer groups, proactively joined forces last year to launch the very first Vulnerability Taskforce in order to look at how the experience and…