Asset and wealth managers are more upbeat about their prospects than other sectors of the financial services industry, but are lagging others technologically according to the CBI/PwC Financial Services Survey.
Has the FCA asset management review missed a trick by not expanding its demands for transparency to wealth management?
MetLife UK is closing its range of third-way "wealth management" retirement products to new business citing the ongoing low interest rate environment.
Santander has enhanced its wealth management capabilities by launching a private client offering.
Upcoming wealth transfer of £2.8trn from the older to younger generation will boost the UK economy by £677bn a year, according to research.
Former FCA technical specialist Rory Percival has warned UK risk-profiling tools are offering wildly disparate asset allocation advice.
When the FCA published terms of reference for its Market Study of Asset Management in 2015, wealth managers breathed a collective sigh of relief.
Growth of 5.1% in the assets controlled by wealth managers is expected this year in spite of predictions for an economic slowdown.
Brooks Macdonald saw a 19% growth in discretionary FUM, and a 49% rise in pre-tax profits for the second half of 2016; benefiting from renewed focus on services for HNW clients and changes to the pension landscape.
UBS Wealth Management has rolled out a new digital platform targeting a broader pool of UK investors.
Wealth manager Succession Group has acquired IFA Chambers Group and financial planner Plan4Wealth for a total of £10m.
Alan Higgins, UK CIO at Coutts, discusses currency, his 100-year Mexican bond, and reveals the “big time” growth manager he continues to hold in his portfolios.
Michael Grady, senior economist and strategist at Aviva Investors, discusses how he goes about finding the right asset allocation signals through the Trumped-up geopolitical noise.
The UK’s top wealth managers were today crowned in our gala ceremony in London.
Jonathan Polin, Group CEO of Sanlam UK, discusses his plans for the business in 2017, the importance technology and lays out the case for vertical integration.
Charles Stanley has today announced the appointment of four directors to lead its newly-restructured private client investment team.
Head of fixed income at Covestone Asset Management, Patrizia Libotte discusses the need to reconsider the client conversation and why she likes emerging markets.
SEI’s UK private banking business reported a 30% jump in net flows through its wealth platform in 2015, the firm said on Thursday.
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