Ortec Finance: 8% of advisers and wealth managers believe company will not meet Consumer Duty deadline
FCA Consumer Duty compliance deadline 31 July
Wealth Management
-
-
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
-
Mattioli Woods receives £432m takeover bid
If approved, the deal would see the wealth manager transition to private ownership
-
London & Capital and Waverton IM to merge into £17bn wealth manager
Lovell Minnick Partners (LMP) will take a majority shareholding
-
Quilter Cheviot appoints UBS’s UK wealth CIO to succeed Gwyther
Caroline Simmons will take up chief investment officer role in March
-
What does 2024 hold in store for the wealth management industry?
Firms should prepare for three critical influences this year
-
CIO Edward Park leaves Brooks Macdonald
Departs after 15 years at the firm
-
Fixed income investors intend to increase risk in 2024
While many plan to have a more global allocation, according to Aeon Investments study
-
Exploring the complexities of global wealth management for high-net-worth clients
As the wealth management landscape continues to evolve
-
Where are the opportunities and challenges for the APAC wealth management sector?
As demand for wealth management services in the region increases