PIMCO builds out wealth management team with RLAM and Quilter hires
Paul Keogh and Oliver Van Nairn join PIMCO’s global wealth management team
Wealth Management
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What should wealth firms expect in 2025?
Simplify Consulting’s Carl Woodward on the impact of NI increases, regulation and Consumer Duty on the wealth and advice industry next year
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PwC: 81% of wealth managers are eyeing up consolidation or M&A
There is an ‘urgent need’ for firms to adopt ‘transformational’ new technology, and consolidation is the fastest route
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Fulcrum to launch private markets LTAF
LTAF to be offered with a flat fee launching 29 November
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Simplify: How wealth firms can improve vulnerable client strategies
Firms are not doing enough to support customers with vulnerabilities, writes Jayne Brown
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Canaccord Genuity completes acquisition of Cantab Asset Management
Investment professionals and support staff at Cantab will keep existing roles
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GraniteShares: 85% of wealth managers say FTSE 100 will close higher this year than 2023
Nearly half of wealth managers report 25% to 50% of client investments this year were into UK stocks
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AIC: More wealth managers willing to go off buy list for investment trusts
Discounts cited by over 80% as reason to buy
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Brooks Macdonald sells international arm to CGWM as it seeks to simplify business
‘We are redefining our strategy to reignite growth’, incoming CEO Andrea Montague said in the firm’s annual results
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St. James’s Place discusses ‘future strategic focus’ in H1 results
Plans for cost base reduction aim to reach full run-rate savings of £100m by 2027
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Using AI in wealth management: Best practices
Oxford Risk’s Greg Davies on the opportunities and pitfalls of AI
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FE Fundinfo enters strategic partnership with GPTadvisor
The new partnership will use generative AI to enhance productivity and efficiency