Retail investors overtake institutions as largest trust owners
Retail buyers now own 36% of shares as the ‘steady holders of investment trusts’ dropped their allocations to the sector
Wealth Managers
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EQ Investors recruits Alistair Yeoman as BDM
EQ has also promoted Tertius Bonnin to co-portfolio manager of its suite of sustainable funds
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Brooks Macdonald seeks LSE main market listing
Brooks first listed on the AIM in 2005, with the move to the main market expected to complete by the end of March
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Nuveen: How private capital can protect against inflation
Wealth managers are looking for new ways to protect their portfolios against inflation as traditional assets fail, writes Harry Bush
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Wealth managers increase allocation to digital assets
60% of wealth managers surveyed estimate they will have more than 3% of assets invested in digital assets in the next three years
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Carne: Private markets due for expansion, but access and regulation barriers remain
Over 75% of wealth managers report losing clients due to lack of adequate private market access
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Four in five advisers say clients broadening range of assets held
Advisers said clients are building ‘more international and diversified portfolios’
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Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline
FCA Consumer Duty compliance deadline 31 July
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Reboot: Lack of ethnic diversity red flag for 40% of institutional investors
One of five UK-based fund managers believe lack of diversity impacts business gains
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How can wealth managers use AI in a practical way?
Wealth managers need to integrate AI, but it must be in a pragmatic and grounded way, says Mallowstreet’s Stu Breyer
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Doug Abbott to exit Schroders
Head of UK wealth leaves after 15 years
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Mattioli Woods receives £432m takeover bid
If approved, the deal would see the wealth manager transition to private ownership