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Reach for the parachute: does your business have an exit plan?

by Eleanor Lawrie on Mar 19, 2014 at 07:00

‘We have a well-defined investment methodology. There are 11 people in the company with sufficient depth of talent to ensure the investment process continues.’

While no one likes to think the worst could happen to their business, especially if they have built it from scratch, the reality is that client money needs to be protected from bumps in the road.

If the FCA proposal concludes that tighter rules are needed, this goes some way to making sure investors get their money back if the business collapses. But the onus is also on individual wealth management firms to establish an exit plan that puts their clients’ needs first.

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A brave new world for wealth management

on Aug 01, 2014 at 10:58

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