The not too long ago created staff will work with entrepreneurial multi-family places of work, unbiased advisers and wealth managers, offering a platform for order administration, in addition to the choice to e-book within the UK, a streamlined account opening course of and a spread of merchandise from complicated options to wealth planning.
Ian Wright, EFG UK’s head of the unbiased asset managers, will lead the IAM staff. Wright has 25 years of expertise within the monetary companies business, having joined EFG in March 2023 as IAM lead for the UK.
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