UK wealth managers enduring post-RDR slump in confidence.The article reports that according to a study from Pershing, part of BNY Mellon, wealth managers in Great Britain have lost their confidence after the implementation of the retail distribution review (RDR), and only 17% them consider ...
As the UK Wealth & Asset Management Leader Dan has responsibility for some of the firm’s largest Wealth & Asset Management clients providing them with per...
The article reports that according to a study from Pershing, part of BNY Mellon, wealth managers in Great Britain have lost their confidence after the implementation of the retail distributi...
Moneyfarm is one of the largest digital wealth managers in Europe and has been operating in the UK since 2016. Unlike other robo-advice firms, with Moneyfarm you are designated an investment consultant who can offer guidance, but not advice. The Moneyfarm Pension involves investing via a recommen...
“This is a transformative acquisition for both RBC Wealth Management and Brewin Dolphin, creating one of the largest wealth managers in the UK, Channel Islands and Ireland with £58 billion assets under management as at August 31, 2022,” RBC said in a statement yesterday. ...
Nowadays, there are many celebrities who are famous for their glamour and wealth rather than achievements. This is a bad example for young people. To what extent do you agree with this statement? Give reasons for your answer and include any relevant examples from your own knowledge or experienc...
Welcoming the results, Nils Bulling, head of Strategic Innovation, Ecosystem and Digital Assets at Avaloq, said: “These findings highlight the immense potential for wealth managers to integrate digital assets into their offering to act as the bridge between centralised and decentralised finance. Espec...
Our strategic cost transformation team can help wealth and asset managers transform costs while sustaining cost management practices across the value chain. Read more Technology-enabled transformation We help you effectively harness the power of technology to simplify, rationalize and centralize your firm’...
Wealth managers give some reactions. Just before Christmas, the UK and the European Union signed a free trade agreement. This brings down the curtain on the UK’s membership of a bloc that started in 1973 and which became increasingly fractious from the early 1990s. ...
UK wealth managers warn Reeves over plan to levy inheritance tax on pensions AJ Bell boss tells chancellor that ‘complex and costly’ Budget proposal will ‘undermine’ retirement savings system November 22 2024 Moira O'Neill Quick fixes to lower your inheritance tax liability ...