Uncertainty of Mifid II looms large over wealth managersFirms wait for regulator to clarify how complex rules will workIs your wealth manager prepared for Brexit?Expat Britons may no longer be served by UK firms after EU departureWealthy turn their backs on offshore tax havensTighter international rules cut the options for managersWealth managers shun the digital revolutionCould we see higher net worth clients switch to cheaper robo platforms?They might look the same — but not all wealth managers are alikeWhen choosing someone to look after your money, ask about asset allocationWealth managers pass on passive investmentsCheaper funds remain a small part of most portfolios
Uncertainty of Mifid II looms large over wealth managersFirms wait for regulator to clarify how complex rules will workIs your wealth manager prepared for Brexit?Expat Britons may no longer be served by UK firms after EU departureWealthy turn their backs on offshore tax havensTighter international rules cut the options for managersWealth managers shun the digital revolutionCould we see higher net worth clients switch to cheaper robo platforms?They might look the same — but not all wealth managers are alikeWhen choosing someone to look after your money, ask about asset allocationWealth managers pass on passive investmentsCheaper funds remain a small part of most portfolios