Wealth manager M&A soars to £137bn in 2022
- Friday, 28 April 2023
- Articles
Wealth manager M&A in 2022 soared to £137bn in terms of assets under management acquired - a near 60% rise on 2021 (£87bn).
Read more...3 in 10 clients may be wrongly assessed on risk
- Tuesday, 21 December 2021
- Articles
Three in 10 (29%) of clients say that their wealth managers may have incorrectly assessed their attitude to investment risk.
Read more...Firm launches new suitability tools for Financial Planners
- Thursday, 18 October 2018
- Articles
Risk profiling and behavioural-science firm Oxford Risk has launched a new suite of scientifically validated end-to-end client suitability and behavioural-insight tools.
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