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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