Regions
European WMs stumped by Mifid directives in sustainability assessments
It is ‘concerning just how many wealth managers still aren’t up to speed’
Huge decline in number of new managed portfolio launches
Just five launches have been reported to Morningstar this year
UK wealth manager buys London-based IFA firm
Acquired business offers advice predominantly to female high net worth clients
Wealth manager buys UK financial planning firm
As it bids to reach £1bn AuM over the next few years