Christian Kent
16 May 2023
Individual investors hold 50% of the estimated $280 trillion of global assets under management, thou...
11 Apr 2023
Expectations of both the relationship manager and the customer are shifting. The typical investor pr...
Liz Field
27 Mar 2023
If I were ask you to conjure up an image of the wealth management industry, it would come as little ...
Marco Mottadelli
03 Aug 2022
It is easy to be seduced by the potential upside for an investment. If the market for electric cars ...
Marco Mottadelli
28 Jun 2022
Choosing whether to invest larger sums infrequently, or smaller sums frequently, may not seem like a...
Marco Mottadelli
08 Jun 2022
Investors will often spend a lot of time and effort choosing the right investments for their ISA eac...
Marco Mottadelli
23 May 2022
Often how you invest is as important as where you invest. Many investors know about the importance o...
Marco Mottadelli
26 Apr 2022
Cash can be comforting; put £10,000 in a savings account and when you need it, you’ll get £10,000 ba...
18 Mar 2022
While the wealth management sector has been something of a laggard when it comes to technology and i...
David Wilson
07 Feb 2022
By 2030, according to multiple management consulting firms, advisers will gradually shed their role ...
Hamish Monk
01 Dec 2021
This is an excerpt from Finextra's Research report 'The Future of Wealth Management 2022,' and is a...
Níamh Curran
24 Nov 2021
This is an excerpt from Finextra's Research report 'The Future of Wealth Management 2022,' and is a...