A new study by wealth and asset management specialist Simplify Consulting reveals that women in UK financial services continue to experience marked and regular gender discrimination. But there are ways to resolve this, as Simplify’s founder Kate Monserrate tells Harriet O’Brien.
Lindsey Rix, the newly arrived CEO at Canada Life, has a three-point plan for taking the company forward.
A new register for foreign companies that own land in the UK is the latest idea for tackling dirty money in the system. John Binns, partner in the financial crime team at BCL Solicitors LLP asks if it will work, and is it worth it?
Based in the Channel Islands, the UK mainland and the Isle of Man, Ravenscroft is an independently owned investment services group with GBP8.3 billion assets under management. Chief Investment Officer Kevin Boscher talks to Harriet O’Brien about the current market outlook.
Results from WH Ireland published this week showed the fee income for the wealth management division represents 85 per cent of the wealth management division’s income, which has GBP1.6 billion of assets under management, of which GBP1.02 billion are under discretionary management.
A new survey by Dunstan Thomas looks at baby boomers’ attitudes to retirement and pensions. Adrian Boulding, the company’s director of retirement strategy, comments on key findings to Harriet O’Brien.
Data from Quilter’s new client profiler tool shows attitudes to responsible investing - Quilter’s Andy Miller details the findings to Harriet O’Brien
Canadian asset manager Turtle Creek has a 20-year record of running an innovative North American equities value strategy for HNWIs. As it launches a UCITS fund which will make its strategy available to European investors, CEO Andrew Brenton talks to Harriet O’Brien about its achievements and challenges.
In a period of economic and global uncertainty, gold is seeing an onrush of attention and innovation, reports Harriet O’Brien.
James Mee of Waverton Investment Management writes that people say that diversification is the only free lunch in finance.
Andrew Tully, technical director, Canada Life writes that advisers are crucial in supporting their client’s long-term thinking, enabling high net worth decision makers to focus on long-term objectives and encouraging them to maintain their strategic thinking.
This would have been the 12th outing for the popular annual Wealth Adviser Awards but the pandemic intervened and the last awards were in 2019. Wealth Adviser is very pleased to bring the awards back for 2022.
