One in five clients leave wealth firms due to complaint handling
Complaints procedures ‘still leave a lot to be desired’
wealth managers
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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
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Evelyn Partners adds investment director to Jersey office
Craig McGuire joins the wealth manager
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Two thirds of advisers advising on cash after spike in client demand
Up 47% since a similar survey carried out in 2021
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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
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Three quarters of advisers expect real estate allocations to rise
200 professionals working for clients with over £200,000 were quizzed
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Redmayne Bentley acquires client assets from stricken Blankstone Sington
Liverpool-based wealth manager went into administration last October
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Söderberg and Partners continues UK expansion with stakes in four IFA firms
The Swedish wealth manager has now made investments in 11 UK firms