Hargreaves Lansdown has seen the average age of clients drop from 45 to 37 in what it believes is a significant shift in its client demographics, it revealed today in its half yearly results.
Wealth managers need to adapt to fundamental changes to client behaviour caused by the Coronavirus pandemic, according to a new report.
Wealth manager Brewin Dolphin has reported an 11.8% rise in Financial Planning income in its latest trading update.
Wealth manager Walker Crips has made three appointments to drive the growth of its wealth division including a Chartered Financial Planner.
Industry jargon deters nearly 55% of people from investing, according to a new survey.
Wealth manager Brown Shipley has appointed former Julius Baer executive Gordon Scott as head of strategic partnerships and entrepreneurs network.
Raymond James senior relationship manager Hamish Warnock ACSI has been selected as the new chair of the CISI Wealth Management Forum committee.
Fund manager M&G is to create a new wealth management division under David Montgomery following the recent takeover of platform Ascentric.
One of the authors of a new global wealth management report believes that the Covid-19 outbreak could have a “profound” impact on the UK wealth management sector which has flourished in recent years.
Smith & Williamson has made 22 senior promotions as it prepares for its £44bn merger with Tilney set to create one of the UK’s biggest wealth management and Financial Planning firms.
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