Wealth Management
Best Practice | 28 Sep 16
Why wealth managers need to change their business models
Faced with an increasing pressure on margins and the cost of regulatory compliance, EY gives five tips on how wealth managers can change their business models to weather the storm of digital disruption.
Tax & Regulation | 14 Sep 16
FCA plans to ban Barclays Wealth man over destroyed report
The Financial Conduct Authority (FCA) has said it intends to ban former chief operating officer of Barclays Wealth and Investment Management Andrew Tinney.
Profiles & Comment | 9 Sep 16
Wealth manager profile: Quilter Cheviot’s David Loudon
A self-confessed equities man, David Loudon is relishing his new role as chief executive officer at Quilter Cheviot, and has great expectations for wealth managers as the consolidation wave crests.
Rowan Dartington to offer DFM services to int’l advisers
UK-based discretionary fund manager Rowan Dartington, which is part of St James’s Place, has launched a new division to extend the group’s services to English-speaking advisers around the world.
Retirement | 16 Aug 16
Wealth management to undergo big changes in the next 5 years
Wealth management businesses will look markedly different in five years’ time, says WH Ireland’s chief executive Richard Killingbeck.