05/28/2020

Human vs Robot: the Struggle for Good Automation in Wealth

In this live discussion we speak with three leading industry experts about whether "robo" and wider trends of automation are fundamentally at odds with the human and relationship-based business model of wealth management.

05/28/2020

Charles Stanley sees 45% profit boost despite £4bn FUM hit

Charles Stanley attributed its increased profits to a repricing exercise completed by the company a year ago, which saw the business increase its rates for investment management services in line with the rest of the market.

05/27/2020

How to get the best price for your wealth firm

Patrick Isaacs, chief executive officer at M&A consultancy Capital and Trust, gives tips to sellers and buyers as the coronavirus crash is set to accelerate consolidation in the industry