UBS and Credit Suisse: Global wealth set to reach $629trn by 2027
Global wealth predicted to rise by 38% over four years
Global wealth predicted to rise by 38% over four years
While AUM ticked up 2% in first half
The deal is due to take place on 21 September
Adam Davey has joined the Glasgow office from Royal London
Brooks Macdonald’s Todd Cijunelis on knowing your clients, encouraging younger people to use wealth managers and protecting against inflation
Andy Merricks, co-manager of the Margetts IDAD Future Wealth Fund, argues for a more geographically agnostic approach to investing
Natalie Kenway speaks to Will Goodhart about the most recent changes to the CFA programmes and a challenging outlook for wealth managers
CGWM CEO discusses inflation, the positive impact of Consumer Duty and making wealth management more attractive
‘We are facing huge societal challenges,’ warns David Lawrence
But Robin Beer remains at the helm of the wealth manager now known as RBC Brewin Dolphin
Firm talks acquisition of Praemium International and its global wealth plans
Chris Hill pledges to redefine wealth management in D2C platform’s half-year results