Tyndall’s Edward Allen: TCF guides all we do
Boutique’s private clients investment director on a ‘dignified pause’ in regulation and always putting the client first
Wealth Management
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UBS and Credit Suisse: Global wealth set to reach $629trn by 2027
Global wealth predicted to rise by 38% over four years
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Quilter profits jump 25% as it expects to deliver ‘cost-saving’ plan a year early
While AUM ticked up 2% in first half
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Rathbones and Investec W&I given the go-ahead for all-share merger
The deal is due to take place on 21 September
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Quilter Cheviot adds quartet to business development team
Adam Davey has joined the Glasgow office from Royal London
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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
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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