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
Chris Hill pledges to redefine wealth management in D2C platform’s half-year results
A big brand name people use and trust, that makes it simple and helps educate people would make the sector more inclusive
From ditching the ‘antiquated’ 60/40 portfolio to the cash conundrum, industry experts on the year ahead for wealth manager portfolios
Launch comes off the back of its acquisition of Ascentric
Wealth managers must keep up or risk losing out in the face a new generation of tech-savvy investors
David Tiller says traditional bespoke services will still have their place
Raymond James pushing to increase the number of females in wealth management
Tracey Davidson part of a trio of appointments at the industry body
HSBC’s commercial banking, retail banking and wealth management divisions perform strongest in the first half of the year.
European Wealth’s string of losses continues following a major overhaul of the business, which will see it rebrand to take advantage of what it sees as a “fragmented” UK wealth management marketplace.
A recently-merged £6bn wealth management giant has revealed a new brand for its combined financial advice business.
Nearly 10 years after launching, Iboss continues to go from success to success. Co-founder Chris Metcalfe puts this down to fortuitous timing and the value of having a good reputation behind the brand.