Former Hargreaves veteran Lee Gardhouse returns to industry with Moai Wealth
Will be joined by a team including Jessica Miller
Will be joined by a team including Jessica Miller
With AI adoption and expansion into private markets shaping the industry, companies embracing transformation will be best positioned for the future
Rainbow previously headed up UK distribution at Schroders
Research carried out on behalf of asset manager Downing
Handelsbanken Wealth & Asset Management study reveals traditional gender roles remain stubbornly in place
interactive investor growth helps to buoy results
Sale to Canaccord Genuity allows Brooks to focus on growing its core UK business ‘organically and through targeted M&A’
Survey of 4,000 high-net-worth UK adults found that 35% attribute their wealth to investment performance
Proposals aim to reduce costs and barriers for companies raising capital, while improving opportunities for retail investors
Paul Keogh and Oliver Van Nairn join PIMCO’s global wealth management team
Simplify Consulting’s Carl Woodward on the impact of NI increases, regulation and Consumer Duty on the wealth and advice industry next year
There is an ‘urgent need’ for firms to adopt ‘transformational’ new technology, and consolidation is the fastest route