Find your calling and be prepared
Brooks Macdonald’s Todd Cijunelis on knowing your clients, encouraging younger people to use wealth managers and protecting against inflation
Wealth Management
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Is investing too tribal?
Andy Merricks, co-manager of the Margetts IDAD Future Wealth Fund, argues for a more geographically agnostic approach to investing
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CFA UK CEO: Maintaining clients’ confidence during volatile periods
Natalie Kenway speaks to Will Goodhart about the most recent changes to the CFA programmes and a challenging outlook for wealth managers
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David Esfandi: You never stop learning
CGWM CEO discusses inflation, the positive impact of Consumer Duty and making wealth management more attractive
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Kingswood CEO: Consumer duty biggest regulatory challenge right now
‘We are facing huge societal challenges,’ warns David Lawrence
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Board exodus as RBC acquisition of Brewin Dolphin completes
But Robin Beer remains at the helm of the wealth manager now known as RBC Brewin Dolphin
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Morningstar has ‘more work to do’ in UK advice market
Firm talks acquisition of Praemium International and its global wealth plans
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Hargreaves shares tank over a fifth as it slags off UK wealth management industry
Chris Hill pledges to redefine wealth management in D2C platform’s half-year results
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Only a matter of time until tech giants wade into wealth management
A big brand name people use and trust, that makes it simple and helps educate people would make the sector more inclusive
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‘Move away from broken asset allocation’: The outlook for wealth management in 2022
From ditching the ‘antiquated’ 60/40 portfolio to the cash conundrum, industry experts on the year ahead for wealth manager portfolios
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M&G creates £28bn wealth management arm
Launch comes off the back of its acquisition of Ascentric
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Simon Clarke: Why old-fashioned wealth managers should ‘think of the children’
Wealth managers must keep up or risk losing out in the face a new generation of tech-savvy investors
