Andy Fay takes over Close AM wealth management division
Steve Mendel is to stand down as head of Close AM’s wealth management division at the end of this we
Wealth Management
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PA ANALYSIS: Fund managers dominate overseas expansion
UK investment not wealth managers are leading the way when it comes to diversification overseas.
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Wealth managers dump fixed income for emerging markets
Wealth managers will trade out of fixed income for emerging market equities in the next 12 months.
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High net worth wealth in UK still behind pre-crisis levels
The growth in the number of high net worth individuals in the UK is some way behind its 2007 peak.
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PA ANALYSIS: HNWIs trusting wealth managers once again
Wealth managers need to understand the needs of HNWIs better as they change their investment goals.
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Skandia: FSA’s dear CEO letter has implications for advisers
Skandia says the ‘dear CEO’ letter sent to wealth managers last week is relevant to IFAs too.
