Four in five advisers say clients broadening range of assets held
Advisers said clients are building ‘more international and diversified portfolios’
Wealth Management
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Cannacord Genuity strikes deal to acquire £900m Cantab Asset Management
Expected to complete in the third quarter of this year
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Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline
FCA Consumer Duty compliance deadline 31 July
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Harnessing data is key to meeting clients’ increasingly complex demands
Tom Wooders, UK country head at Allfunds, explains
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Hawksmoor’s Philbin: We want to be the ‘Intel Inside’ for advisers
CIO of Hawksmoor Investment Solutions, Richard Philbin, discusses the need for ‘Wealth Management 2.0’
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Quilter WealthSelect managers highlight ‘no landing’ scenario concerns
MPS managers have paused adding to their fixed income allocation over fears sticky inflation could delay rate cuts
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Mattioli Woods receives £432m takeover bid
If approved, the deal would see the wealth manager transition to private ownership
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London & Capital and Waverton IM to merge into £17bn wealth manager
Lovell Minnick Partners (LMP) will take a majority shareholding
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Quilter Cheviot appoints UBS’s UK wealth CIO to succeed Gwyther
Caroline Simmons will take up chief investment officer role in March
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What does 2024 hold in store for the wealth management industry?
Firms should prepare for three critical influences this year
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CIO Edward Park leaves Brooks Macdonald
Departs after 15 years at the firm
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Fixed income investors intend to increase risk in 2024
While many plan to have a more global allocation, according to Aeon Investments study