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
wealth managers
-
-
One in five clients leave wealth firms due to complaint handling
Complaints procedures ‘still leave a lot to be desired’
-
Men first use an adviser six years earlier than women
Research also looked at how people find an adviser
-
Women value ‘personal service’ from wealth managers more
JM Finn publishes report entitled Wealth in Women’s Hands
-
ARC: Wealth managers unfazed by election-packed year
Average year-to-date performance up to 4.7%
-
How AI can enhance investment strategies
Daniele Grassi, co-founder and CEO of Axyon AI, lays out how artificial intelligence is helping money managers
-
Wealth Dynamix and Oxford Risk partner-up
Aiming to integrate behavioural science into the client lifecycle
-
Evelyn Partners adds investment director to Jersey office
Craig McGuire joins the wealth manager
-
Two thirds of advisers advising on cash after spike in client demand
Up 47% since a similar survey carried out in 2021
-
Censuswide: Lower fees and client interest alignment are the most important boutique attributes
While research commissioned by Nedgroup Investments found ownership and structure was a particular risk
-
Three quarters of advisers expect real estate allocations to rise
200 professionals working for clients with over £200,000 were quizzed
-
Redmayne Bentley acquires client assets from stricken Blankstone Sington
Liverpool-based wealth manager went into administration last October