Over the last few years, the managed account industry has made significant progress in supporting additional assets and strategies, particularly through UMA programs. These developments are of vital importance, as UMA programs are gaining traction with an increasing number of investors.
Consumer spending continues to drive the UK economic recovery, with retail sales rising 5.7% in February compared with a year earlier.
Leading wealth manager firm, Equilibrium Asset Management, is throwing down the gauntlet to uncover a new generation of wealth managers and paraplanners.
Online security company chosen by Business Solutions Magazine as a 2015 Best Channel Vendor in the Network Security category.
The investment arm of British-based bank Barclays has been hit with a record fine by UK regulators after it failed to separate its assets from its clients.
Multrees Investor Services, the independent custody and consolidated reporting specialist for wealth managers and private investment offices, has launched Multrees Compass, an online interactive web portal to transform the wealth advisers’ experience and help them manage their clients’ assets more efficiently.
Art is the ultimate symbol, the ultimate luxury item. But is it a wise investment?
Businessmen give their views on what they want to see in the forthcoming Budget, which is to be announced by Chancellor George Osborne on Wednesday 19th March, 2014.