John Greene, divisional director Howden Broking’s wealth management and financial advisory practice has been working in wealth and banking insurance for 20 years. He spoke to Katie Royals about the threats wealth managers are currently facing.
Mr Greene does not provide a once a year, transactional service for his insurance clients. Instead, he describes his practice as being like an “out-house, in-house risk consultancy”. This gives him a unique insight into what is keeping...