Commenting on the recent survey published by TIME Investments, reported on in Wealth Adviser last week, that found that over 40 per cent of investors are planning to increase allocations to real assets this year, Dolfin’s head of investment management, Simon Black, says that this is very much in line with his firm’s experience.
We are conducting a survey of the Wealth Adviser readership to assess the Best Wealth Managers and Service Providers including Trust Companies, Law & Accounting Firms during 2019 in a range of categories covering the entire wealth management space.
The Personal Investment Management and Financial Advice Association (PIMFA) hosted its 2020 Financial Adviser Forum at Farrer & Co, in London this week with the 100 delegates discussing retirement, managing risks and client communications, intergenerational wealth, and ESG.
Wealth management firms face significant challenges when trying to keep pace with both technology development and regulation, explains Brett Williams, Managing Director, UK Private Banking at SEI.
A new survey from Broadridge of over 500 financial advisers has revealed that ETF demand is predicted to continue increasing in 2020 and that advisers overwhelmingly plan to shift away from actively managed mutual funds.
A recent survey published by TIME Investments finds that over 40 per cent of investors are planning to increase allocations to real assets this year.
By Allan Lane, Algo-Chain – Welcome to the first column of 2020 and, barely a few days after the dulcet tones of Auld Lang Syne had died down, the Tabula iTraxx Europe IG Bond UCITS ETF was listed on the London Stock Exchange.
A new survey from Intertrust reveals that Wealthy Middle Eastern families are adopting an increasingly global mindset, and that this is having a profound impact on their wealth structuring strategies with greater adoption of sophisticated structures such as Family Offices and special purpose vehicles.