Former Hargreaves veteran Lee Gardhouse returns to industry with Moai Wealth
Will be joined by a team including Jessica Miller
Wealth Management
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UBP completes SG Kleinwort Hambros takeover to grow UK footprint
SG Kleinwort Hambros becomes Union Bancaire Privée (UK) Limited, with Mouhammed Choukeir appointed as CEO
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Wealth manager Q&A with Susannah Boanas: ‘A virtuous circle could become vicious’
Investment director, private clients, at Tyndall Investment Management on the the pitfalls of short termism and the risk of over-concentration due to the ballooning of the passives sector
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Wealth manager Q&A with Mark Ivory: Junk the jargon
Head of portfolio management at Adam & Company on simplifying industry terminology, the dominance of the US and addressing imbalances in financial literacy
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PIMCO builds out wealth management team with RLAM and Quilter hires
Paul Keogh and Oliver Van Nairn join PIMCO’s global wealth management team
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PwC: 81% of wealth managers are eyeing up consolidation or M&A
There is an ‘urgent need’ for firms to adopt ‘transformational’ new technology, and consolidation is the fastest route
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Wealth manager Q&A with Alice Shaw: Making a connection
The wealth manager on client engagement, public access to financial advice and challenging the underrepresentation of women in the industry
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Vanguard launches research centre to help advisers with ‘great wealth transfer’
The centre will offer insights on investing, portfolio management and financial planning
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Vulnerable clients: How can the unseen be seen by wealth managers?
Given all clients have the potential to be vulnerable, why are so many firms failing to acknowledge the existence of at-risk investors?
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Cadro offers ‘luxury’ experience in wealth management
Fintech founded by former LGT duo Natasa Williams and Jordan Buck
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FE Fundinfo enters strategic partnership with GPTadvisor
The new partnership will use generative AI to enhance productivity and efficiency
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View from the top with Klaus Schuster: It’s important to communicate, to join the dots
The CEO, EMEA, at Fiera Capital, discusses organic growth, private markets and investing in natural capital