European WMs stumped by Mifid directives in sustainability assessments
It is ‘concerning just how many wealth managers still aren’t up to speed’
Wealth Management
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UK wealth manager launches franchise-style model
It will complement the existing business
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Evelyn Partners adds 10th firm to succession programme
Deal grows the wealth manager’s footprint across the UK
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Barclays combines UK wealth and private banking businesses
To improve customer and client experience
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16% surge in UK financial services M&A deals
160 were made in the first half of 2023
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16% of asset and wealth managers globally will disappear by 2027
Assets managed by robo advisers will reach $5.9trn in four years
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96% of UK-based wealth managers expect fine wine investing to increase
It is the leading ‘passion asset’ ahead of watches and luxury handbags
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UK wealth manager buys Essex-based financial advice firm
It is the company’s sixth acquisition since 2019
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Global financial wealth shrinks for first time in 15 years
But decline expected to be short-lived with a 5% rebound predicted
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Should IFA firms change their approach to target female clients?
Women are an ‘underserved and untapped segment’ in the wealth management industry
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Feifa partners with Affinity Private Wealth
Wealth manager wants to provide more sustainable investment solutions
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Evelyn Partners adds ninth advice firm to succession programme
Deal bolsters the wealth manager’s footprint in Scotland