Citi Wealth has appointed Adam Clark as its global head of wealth planning
The UK wealth market is projected to grow at a rate of more than 10 per cent per annum to reach £7.5trn of assets by 2035, with an associated profit pool of around £10bn, according to Aviva
For many CFOs and trustees, small DB schemes feel stable but not yet fully resolved. Without deliberate planning, gradual risks emerge. Moving from stability to a clear endgame requires focus.