Investec W&I suffers £600m net outflows following investment manager departures
Offset Rathbones’ positive wealth management inflows over the quarter
Offset Rathbones’ positive wealth management inflows over the quarter
In partnership with CFA Society UK, Diversity Project, Amplify Trading and GAIN UK
Domination of mega caps has ‘never continued indefinitely’
Inflows fell by 64% compared with Q1 2023 as outflows remained ‘elevated’
Monika Calay was previously director of passive strategies research
Former fund manager said there is ‘much more to be revealed’ behind the story of WIM’s collapse
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
Gross outflows remained ‘elevated’ due to challenging macroeconomic backdrop
Assets under management stand at £17.6bn
‘Bundling’ of payments for third-party research could level the playing field for smaller asset managers
Markets ‘ironically’ focusing too much on inflation prints and not long-term factors driving the data
Bi-annual report comprises 122 funds in total