A third of advisers’ clients signed up for their advice in last two years
Researchers also found 56% of clients wish they had started earlier
ANNOUNCEMENT: UK Adviser is now PA Adviser. Read more.
Researchers also found 56% of clients wish they had started earlier
Brooks Macdonald and Waverton Investment Management also performed well
Full-year results expected 23 May
A week in the life of David Coombs, head of multi asset at Rathbones, week commencing 12 February
As inflation falls while geopolitical risk rises, Alison Savas of Antipodes Partners and Rathbones’ David Coombs talk about what investors should expect from global equities this year
Square Mile adds four funds and ranges to its Academy of Funds
Chief executive steps down from private bank, as advice company names COO
To create the country’s ‘largest discretionary wealth manager’ with £100bn FuMA
‘Near 0% interest rates of yesteryear seem confined to history’
Investment firms name chief executive, as private bank makes c-suite change
CFO and COO to leave wealth manager, as investment firm hires chief client officer
Asset manager names MD of international business, as professional body appoints president