Wealth managers will need to reduce costs and build scalable business models to successfully tap into the less affluent client segments

Uncertainty caused by the pandemic, geopolitical crises and climate change mean philanthropists are more in need of advice than ever

Having an open and frank discussion about investment objectives is a key part of successful succession planning

BNY Mellon’s Catherine Keating feels a huge sense of fulfilment in helping families reach their investment goals and says this need for advice is only going to increase 

Volatile markets mean investors are desperate for advice, creating opportunities for wealth managers

Wealth managers should ensure their business models are suitable for the next generation of clients rather than trying to tailor them for women, argues Petra Posnikova, investment director at Var Capital

M&G Wealth’s David Montgomery believes the stability associated with its name will allow the new enterprise to flourish

Although Asian high net worth individuals are seeking low-cost digital delivery from their wealth managers, customer service and human interaction also remain important