Ex-UBS director launches 50bps advice firm under Benchmark (2024)

JACK GILBERT, NEW MODEL ADVISER Editor’s Picks Exclusive: Shiv Gossain leaves UBS after seven years to set up AR Wealth Management. Leave a comment PortfolioMetrix’s Ben Peele says financial planners have the opportunity to win private bank clients with assets of £1m to £5m. JACK GILBERT, NEW MODEL ADVISER Editor’s Picks Investments PortfolioMetrix’s Ben Peele says financial planners have the opportunity to win private bank clients with assets of £1m to £5m. Advice Financial planners are using Microsoft’s newly launched Copilot to transcribe meetings and draft emails, but the AI tool has its risks and limitations. Business Further growth is on the horizon for the Swedish wealth manager, which has acquired minority stakes in 14 advice firms in the UK. Podcast In this episode of The Advice Show, Embark’s intermediary distribution director Ranila Ravi-Burslem reveals why fewer advice firms are white labelling their client-facing platforms. Specials Private Markets References