Global wealth set to reach $629trn by 2027
But total net private wealth fell by $11.3trn at the end of last year
Industry
-
-
Number of women in financial services steadily declining
Companies ‘should pay heed to wider societal trends’
-
International family office CEO steps down
He has been in the role since 2019
-
21% of young Brits get investment tips from Instagram
No one over 55 uses the social media platform for ideas for their portfolio
-
China trust company reportedly skips payment
It failed to make payments on its wealth management products, according to reports
-
UK digital bank to enter pensions market
After recently launching an investments and wealth arm
-
Later life adviser platform rolls out annuity referral system
It is ‘vital that advisers have a wide range of solutions for their clients’
-
Over 3 million Brits fell victim to a financial scam in last year
Total of £17bn lost to fraudsters
-
Skybound Wealth Management CEO exits
He spent three and a half years in the role
-
Yazmin Boden joins GSB Capital as partner
She was previously a financial planner and senior associate at AES
-
Navigator partners with BlackRock to expand model portfolio offering in Singapore
Collaboration provides advisers and clients with access to the fund giant’s services
-
St James’s Place tops Bestinvest ‘Spot the Dog’ report for underperforming AuM
Largest underperforming fund was Baillie Gifford Global Discovery