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Chris Budd: Putting financial wellbeing into practice Wellbeing certificate and audit Chris Budd: "One adviser attempting to deliver financial wellbeing will struggle, however, if they are not appropriately supported by a firm." Chris Budd For those who are curious about financial wellbeing and want to learn more, Chris Budd explains how the Initiative for Financial Wellbeing (IFW) can help you get started and why having the support of your firm is important... The first year of the IFW was, to say the least, a memorable one. From a standing start, and during the pandemic, we now have over 23...

Bank makes triple change in wealth unit, while Swiss group names COO of UK operation HSBC The banking group has made three senior appointments in its wealth and personal banking investment unit. Effective immediately, Willem Sels will be global chief investment officer of private banking and wealth management, while Jan-Marc Fergg will be global head of wealth products, ESG and mutual funds, and Patrick Boumalham takes on the role of global head of ultra-high net worth solutions. Since joining HSBC in 2009, Sels was a fixed income strategist and the global chief market strategist for private ...