Wealth Management
Mattioli Woods receives £432m takeover bid
If approved, the deal would see the wealth manager transition to private ownership
Quilter Cheviot appoints UBS’s UK wealth CIO to succeed Gwyther
Caroline Simmons will take up chief investment officer role in March
Best Practice | 8 Jan 24
What does 2024 hold in store for the wealth management industry?
Firms should prepare for three critical influences this year
Fixed income investors intend to increase risk in 2024
While many plan to have a more global allocation, according to Aeon Investments study