Wealth Management
Best Practice | 31 May 20
The democratisation of wealth management
Not the strongest that survives, nor the most intelligent; but the one most adaptable to change
Jersey wealth manager buys trust company
In a bid to ‘increase market share’ and ‘diversify’ its geographical reach
Wealth tech firm unveils investment performance reporting tool
It will allow advisers and managers to switch between time and money weighted reports
Wealth manager to pay nothing as class action lawsuit ends
Proceeding ‘was conducted in a surprising manner’ and ‘resulted in an unexpected outcome’
Covid-19 and the opportunity for digital transformation
Investment in technology has become ‘vital’ in the bid for firms to survive