09/09/2022
Wealth managers have emerged from the pandemic relatively unscathed and have now returned to face meetings with clients and are gathering further assets, often arising from client cash flows accumulated through the pandemic.
09/09/2022
This means boosting organisational agility to identify and explore new opportunities, learn what works, invest appropriately, and act across every product or service offering with a strong focus on customer value.
09/08/2022
Head of intermediary communications at the AIC, Nick Britton, said historically, market downturns have been a great time to buy investment companies.