HNW offshore investment demand outstrips supply - survey

Wealth managers not equipped to deal with rise in high net worth demand for offshore investments, says analytics firm GlobalData.

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MiFID II support tool for wealth managers unveiled

Moneyinfo, a client portal provider for advisers, has launched a new tool for DFMs and wealth managers to help them to meet the MIFID reporting obligations, recently identified by advisers as their biggest headache.

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Survey predicts 7% drop in IFAs and wealth managers

New research has predicted a 7% fall in the number of IFAs and wealth managers by 2022, despite rising demand for financial advice.

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Dormant assets scheme could be extended to wealth managers

An independent report commissioned by the government has suggested expanding the dormant assets scheme to include investment and wealth managers.

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