Reports
31 July 2017

Affluent Individuals Seek Out Wealth Managers Due To Low Interest Rates - Report

Due to low interest rates, it seems wealthy individuals are looking to find money managers to...

Surveys
7 September 2015

Most UK Wealth Managers Will Take On £500,000 Clients – Research

The majority of wealth management firms in the UK will serve investors whose assets are still a...

Surveys
13 August 2015

UK Wealth Management Clients Reveal Top Causes Of Dissatisfaction – Research

Dissatisfied clients of wealth management firms have expressed why they are not happy with the...

Surveys
16 April 2015

UK Wealthy Investors Anxious About Falling Markets – Survey

UK wealthy investors are increasingly concerned about sliding stockmarkets, according to new...

Client Affairs
15 April 2015

Wealth Management Matchmaker Secures £500,000 Investment

Angel investors have directed £500,000 into findawealthmanager.com, an online "dating" service for...

Client Affairs
24 February 2015

Survey Claims Ads, Marketing Not Always A Big Client Winner

A survey of wealthy investors by an industry matchmaking service says performance and insight, not...

Surveys
18 February 2015

Investment Performance Trumps Fees For Affluent Investors, Says Online Matching Service

High net worth individuals in the UK are far more reactive to changes in investment performance...

Tax
16 February 2015

Tax-Efficient Investment Schemes Increasingly Popular At UK Wealth Managers, Says Online Matching Service

Online matching service findawealthmanager.com has reported a growing number of UK wealth managers...

Client Affairs
6 January 2015

BEST OF 2014: Client Onboarding, As Seen From The Front Line - Part 2

This publication and Appway recently launched a study examining client onboarding trends. Kicking...

Practice Strategies
5 January 2015

BEST OF 2014: Client Onboarding, As Seen From The Front Line - Part 1

This publication and Appway recently launtched a new study examining client onboarding trends in...