Wealth managers ‘likely winners’ post-lockdown     

Wealth managers and fund managers are the most likely financial services firms to recover swiftly post-lockdown, according to predictions from a City adviser and research company.

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Nutmeg notches up 80,000 clients and £2bn AUM

Robo-adviser Nutmeg believes it has bucked the trend in the beleaguered digital adviser sector with 41% year on year growth in AUM.

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6 in 10 wealth managers rejecting smaller investors

Nearly 6 in 10 wealth managers are turning away clients who fall below their minimum investment level with more adopting this strategy as costs rise and fees fall.

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Wealth managers ‘won’t survive’ unless they digitally innovate

New research has revealed just over half (55%) of wealth managers will survive if they do not digitally innovate.

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