wealth management

Some wealth managers are unclear and inconsistent in their communication with clients regarding in-house fund ranges, an FCA review has found.

What does the future hold for the wealth management industry?

The Wealth Management Association (WMA) has announced a strategic review to improve its services to members.

Wealth manager Turcan Connell is planning to launch its own real estate investment trust (REIT) in a bid to offer clients a solution to persistently low interest rates on cash holdings.

Barclays has hired former Citigroup banker Akshaya Bhargava to head up its recently restructured wealth management business, following the exit of Peter Horrell in June.

Brooks Macdonald has reported a sharp uptick in funds under management year on year following a raft of acquisitions in 2014.

Investors in Charles Stanley saw the value of their shares plummet by more than 10% this morning after the firm issued a profit warning.

‘I am surprised at the market reaction to current geopolitical risk’

Dilution levies are becoming increasingly popular among fund groups, but are they a hindrance to investing or a necessary feature to protect against short-term trading?

First impressions