The asset allocator diary: Chris Metcalfe
A week in the life of Chris Metcalfe, CIO, IBOSS Asset Management
Wealth Management
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Retaining talent and digital transformation are wealth managers’ top concerns
WTW research highlights wealth managers top priorities and concerns for the coming year
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ii provides bright spot for Aberdeen amid wider group outflows
Platform business recorded strong flows and a growing customer business
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Schroders: Advisers up alternatives exposure as volatility concerns persist
Emerging markets weightings also on the rise according to latest Schroders Financial Adviser Survey
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The asset allocator diary: Eleanor Ingilby
A week in the life of Eleanor Ingilby, head of high net worth at Atomos
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Sparrows Capital hires sales manager to focus on advisers
Has worked at ebi, M&G Wealth, 7IM, Standard Life/Aberdeen and HSBC
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PIMFA calls for relief from regulatory burden on wealth managers and advisers
Eight in 10 firms (79%) have seen an increase in compliance expenditure over the past 12 months
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LGT Wealth Management CEO steps down
Ben Snee is succeeded by Heinrich Henckel
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Lombard Odier recruits head of UK wealth
Sophie Dworetzsky will lead the development of Lombard Odier’s wealth planning offering in the UK
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How to harness AI in wealth management
Success comes down to clean data, robust governance, and cultural readiness, write Simon Ward and Alan Baker
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US wealth firm acquires Stonehage Fleming and Stanhope Capital
Creating a global wealth manager reaching the US, Europe, the Middle East and Africa
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How targeted support could be a new dawn for pension and wealth management
Alltrust’s James Floyd looks at how targeted support could reshape access to financial guidance