Latest News - Wealth Manager Team
The top 20 most complained about investment firms
The FCA has revealed the most complained about firms in the first half
FCA business plan: 11 key wealth and fund insights
The Financial Conduct Authority today published its annual report, revealing its key areas of focus and strategy for the next year.
'You know nothing': eight Game of Thrones fund lessons
With Game of Thrones set to return to screens next week, eight Liontrust’s fund managers shared investment lessons illustrated by the harsh world of Westeros
Seven wealth managers reveal their top Q1 calls
Emerging markets and the US remained firm favourites with readers in the first quarter
Managing entrepreneurial wealth under the looming threat of Corbyn
The industry needs to look at protecting clients' wealth in the case of a Corbyn government, says London & Capital head of private clients Ian Tait
You're hired special: the top 20 wealth and fund moves in Q1
The first three months of the year saw plenty of drama and big name moves.
Monkey business: six of Aviva's oddest insurance claims
Insurance is for the unexpected, and it doesn't get much more unexpected than some of the claims Aviva received in 2018.
How Kames Property Income got Brexit-ready
Kames Property Income co-manager Richard Peacock says the fund is positioned to withstand the widely anticipated Brexit redemption stampeded.
Top 30 under 30: the 2019 class of new wealth talent
After receiving record entries, Wealth Manager reveals the individuals who made our annual Top 30 under 30 study into emerging wealth talent.
We’ll be sad to see zebra go: a spotlight on Investec’s Hendrik du Toit
In an exclusive interview, Investec AM founder Hendrik du Toit offers an insight into how the business will evolve after it was spun out from its parent.
What Quilter/Lighthouse tells us about consolidation wave
Since the beginning of this year at least 14 deals have been announced but how do valuations in the financial advice and wealth management sector look like?
Why are so many wealth managers desperate to pack it in?
Increased regulation, Brexit, short-termism - with so many pressures piling up, it comes as no surprise wealth manager job satisfaction is on the decline.
Top 30 under 30: how wealth firms can appeal to young talent
The young guns of 2019 tell us industry’s boorish and boring image must be tackled.