Latest News - Wealth Manager Team
BlackRock's 10 major geopolitical risks
With tensions between the US and other countries dominating the headlines, now seems like a good time to step back and put geopolitical risks in perspective
Barclays and Brewin big winners at CISI’s 26th annual awards
Barclays and Brewin Dolphin have come out on top at CISI's 26th annual awards ceremony.
Hitting the bottle: the 10 best performing wines
We share the top 10 best performing wines over the past three years, according to Cult Wines, along with commentary on what sets them apart.
10 wealth managers' top emerging markets picks
The Fed's volte face on US dollar appreciation has put a following wind behind EM: readers name their top allocation call of the year
Process in action: inside a top fund manager's brain
In a feature, we put fund managers’ investment processes under the microscope to find out how their strategies work in practice. First up is Antipodes Partners' Jacob Mitchell.
Seven reasons why clients are dumping wealth managers
A study by EY explores why 33% of clients have changed wealth managers or shifted assets in the past three years, with another third planning to do so in the next three years
Back from the dead: five readers on holdings they never gave up
Readers tell us about their resurrected investments.
The big calls 8 wealth managers have made this quarter
We recently asked wealth managers where they were finding the best opportunities in the second quarter of 2018.
Our planet: four Earth Day investment themes
From waste in the fashion business to organic farming, four investment professionals share their environmental anxieties with us – and where they see opportunities
The top 20 most complained about investment firms
The FCA has revealed the most complained about firms in the first half
Clientology: the battle to convince the IT crowd
Tech professionals may be stereotyped as nerds but as wealth clients they are efficient individuals who enjoy face-t-face meetings
Wealth firms failing to keep pace with rising cyber threats
Too many wealth firms either rely on outdated, manual processes to protect themselves or believe they are below the radar of malicious actors.
What's behind the big wealth client exodus?
The results of EY’s recent global wealth survey serve as a reminder that the customer is always king