Two-thirds of wealth managers have £500,000 minimum – survey
Two-thirds of wealth managers only accept clients with at least £500,000 to invest, a report by findaWEALTHMANAGER.com has revealed.
Two-thirds of wealth managers only accept clients with at least £500,000 to invest, a report by findaWEALTHMANAGER.com has revealed.
Tilney Bestinvest is targeting the south coast of England and Aberdeen as the next chapters in its UK expansion drive.
Growing a wealth management company in today’s competitive market can be tough. Could an acquisition be the answer?
Five in six advisory firms are still yet to transfer clients to a fee-based arrangement ahead of next year’s RDR sunset clause, FundsNetwork research has revealed.
Tackling retail wealth management from a very institutional perspective is an approach that is delivering for two former Lloyds colleagues.
Tax optimisation drove wealth management clients to top up their ISAs by £1.6bn in the first half of the year, according to a report by SEI Wealth Platform.
Almost half of high net-worths have cited climbing tax rates as their number one concern, while those unhappy with their current wealth manager tend to have more investable capital.
EQ Investors has opened its doors to high net-worth clients with the launch of a bespoke solutions capacity.
Charles Stanley shares jumped almost 4% in afternoon trade on news it might sell its employee benefits division to current management.
Advisers should tweak their mandates to capitalise on the wave of fresh money coming from lower net-worth individuals in the new pension environment, according to FEIFAs Paul Stanfield.
Marcus Phayre-Mudge, head of property equities at F&C Investments explains why he is still uncomfortable investing in peripheral Europe
Portfolio Adviser rewarded the UK's finest portfolio managers last night at its invitation-only Wealth Manager Awards held in London.