Wealth Management
Wealth managers must ‘evaluate’ offering as clients jump ship
Survey by EY finds 66% of advice customers would have changed provider in six years
Sanlam UK buys Thesis as M&A spree continues
‘Retention of staff will be critical to its success’
Fintech firm aims to cut back office burden for wealth managers
Newly-unveiled solution will help digitise processes allowing business to focus on client relationships
Swiss wealth firm unveils Thailand joint venture
The newly-created business has hired over 50 relationship managers, investment specialists and support staff
Sipp market troubles to shake up wealth industry
Mattioli Woods managing director speaks to IA about pensions, M&A, and the future of the industry