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A league table of wealth managers must be published to allow genuine peer group comparative analysis
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Steve Mendel is to stand down as head of Close AM’s wealth management division at the end of this we
UK investment not wealth managers are leading the way when it comes to diversification overseas.
Wealth managers will trade out of fixed income for emerging market equities in the next 12 months.
The growth in the number of high net worth individuals in the UK is some way behind its 2007 peak.
Wealth managers need to understand the needs of HNWIs better as they change their investment goals.
Skandia says the ‘dear CEO’ letter sent to wealth managers last week is relevant to IFAs too.
