Women value ‘personal service’ from wealth managers more
JM Finn publishes report entitled Wealth in Women’s Hands
JM Finn publishes report entitled Wealth in Women’s Hands
Average year-to-date performance up to 4.7%
Daniele Grassi, co-founder and CEO of Axyon AI, lays out how artificial intelligence is helping money managers
Aiming to integrate behavioural science into the client lifecycle
Craig McGuire joins the wealth manager
Up 47% since a similar survey carried out in 2021
While research commissioned by Nedgroup Investments found ownership and structure was a particular risk
200 professionals working for clients with over £200,000 were quizzed
Liverpool-based wealth manager went into administration last October
The Swedish wealth manager has now made investments in 11 UK firms
Corinne Lord joins the wealth manager
Alex Charalambous to take on the role from 8 April