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
Wealth Management
-
-
Using AI in wealth management: Best practices
Oxford Risk’s Greg Davies on the opportunities and pitfalls of AI
-
FE Fundinfo enters strategic partnership with GPTadvisor
The new partnership will use generative AI to enhance productivity and efficiency
-
EFG Private Bank launches Independent Asset Management platform for UK
Head of independent asset managers UK Ian Wright to oversee
-
Just 1% of advisers say they have ‘very effective’ tools to review ESG and climate risk
Seen a dramatic increase in clients focusing on ESG credentials in their investment portfolios
-
Labour unveils manifesto targeting ‘wealth creation’ as top priority
However, commentators warn the lack of a concrete commitment to not raise CGT could concern investors
-
Four in five advisers say clients broadening range of assets held
Advisers said clients are building ‘more international and diversified portfolios’
-
Cannacord Genuity strikes deal to acquire £900m Cantab Asset Management
Expected to complete in the third quarter of this year
-
Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline
FCA Consumer Duty compliance deadline 31 July
-
Harnessing data is key to meeting clients’ increasingly complex demands
Tom Wooders, UK country head at Allfunds, explains
-
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’
-
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