Wealth Management
New wealth management firm launched by ex-RBC senior employees
Which aims to address the HNW advice gap
New UK wealth manager launches with first acquisition
Creating a regional hub in the north of England
Wealth managers and advisers are increasing clients’ exposure to overseas assets
As 96% plan to invest in analytical tools to help predict and understand performance of key asset classes
Wealth managers urged to meet women clients priorities in MENA region
With women increasingly influencing family office in the region
European WMs stumped by Mifid directives in sustainability assessments
It is ‘concerning just how many wealth managers still aren’t up to speed’