Saltus’ Jon Macintosh: ‘Our job is to save clients from themselves’
Advisers should be offering solutions that improve their clients’ lives while steering them away from passing trends
Wealth Managers
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Dan Boardman-Weston: Long-term sustainable investments beat big bets
BRI Wealth Management CEO also backs allocating a portion of investor capital to thematic ideas
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Hawksmoor’s Ian Bailey: Process has to fit the client, not the other way round
‘Wealth managers try and undercut each other, but we find that clients increasingly recognise you get what you pay for’
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Half-time scores – how the investment industry is faring in 2022
Severe share price slumps and outflows widespread across the asset and wealth management sector though there are a few anomalies
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Greater transparency tops wealth manager’s challenges in 2017
The upcoming Common Reporting System (CRS) is set to pose “fundamental changes” to the wealth management industry both regionally and globally in 2017, said Kevin Liem, CIO at TTG Wealth Management.
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PA ANALYSIS: Wealth managers ignore ESG investing at their peril
The rising tide of regulation and ever increased scrutiny on fees has meant that scale is ever more important for wealth managers.