Latest News - Wealth Manager Team
Brexit: a FX dealer's 'gut' pound forecast in 5 scenarios
Argentex FX dealer John Goldie offers some insight on what could happen to the pound once the Brexit fog clears a little.
Calm apps and biometrics: the tech wealth managers can't live without
As Wealth Manager celebrated its first decade, we asked what invention of the last decade has become indispensable to your job?
The 12 hottest funds on Barclays' investment platform
Data from Barclays Smart Investor reveals the 12 best selling funds on its investment platform in January.
Top 10 UK places to suffer biggest house price slump
While house prices rose modestly on average last year, 21.7% of all local authority areas saw declines
Top 10 UK places where house prices are booming
The value of UK homes grew an average of 2.6% last year, with 318 – or 78.3% – of all 406 local authorities seeing prices rise.
Five wealth managers reveal their Sliding Doors moment
FIve wealth specialists tell us about a moment that their life changed forever
10 active fund managers on the DB transfer hit list
Data from pension software company Selectapension has revealed the most recommended investment funds for pension transfers since the pension freedoms began in April 2015
CWM at 10: five stocks that blew the lights out
As we celebrated Wealth Manager's ten year anniversary, we talked to seven fund heads about stock picks which delivered quadruple digit profits since 2009
Three ESG veterans on their top investible megatrends
We present five ideas from fund managers on themes and stocks which could give investors bang for their buck in more ways than one
10 investment scams that hit the headlines
As a report shows victims of investment frauds lost a massive £197 million last year, we highlight 10 scams we have covered over the last 12 months or so.
The hunt is on: where will Lloyds find 700 wealth advisers?
Lloyds’ ambitious target of recruiting over 700 advisers has raised more than a few eyebrows, increasing competition in an already challenging market.
Mifid II has exposed huge holes in wealth due diligence
When you reflect on your operational due diligence process for assessing funds, do you or your colleagues ever think – is our process robust? Do we ask all the right questions in the right way?
Tip of the iceberg: why are wealth firms culling jobs?
After a number of wealth firms announced job cuts, we look at whether this is the start of a wider industry trend.