Wealth managers increasingly convinced Bitcoin will top $100k
Wealth managers and institutional investors managing $1.7trn quizzed
wealth managers
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7IM adds quantitative strategist to investment team
He will focus on enhancing 7IM’s quantitative approaches to tactical asset allocation
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Titan Wealth continues on acquisition trail with AHR deal
AHR will be rebranded as Titan Wealth International
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A third of wealth managers struggling with three-month long onboarding
Only 13% of professionals surveyed said onboarding takes a week or less
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Titan and Tavistock heading for legal battle as multi-asset partnership implodes
The firms had agreed a 10-year deal in 2021
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Carne: Private markets due for expansion, but access and regulation barriers remain
Over 75% of wealth managers report losing clients due to lack of adequate private market access
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One in five clients leave wealth firms due to complaint handling
Complaints procedures ‘still leave a lot to be desired’
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Men first use an adviser six years earlier than women
Research also looked at how people find an adviser
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Women value ‘personal service’ from wealth managers more
JM Finn publishes report entitled Wealth in Women’s Hands
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ARC: Wealth managers unfazed by election-packed year
Average year-to-date performance up to 4.7%
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How AI can enhance investment strategies
Daniele Grassi, co-founder and CEO of Axyon AI, lays out how artificial intelligence is helping money managers
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Wealth Dynamix and Oxford Risk partner-up
Aiming to integrate behavioural science into the client lifecycle