Fund selectors look to AI and private markets for asset growth
Almost half of wealth managers say meeting client demand for unlisted assets will be a ‘critical factor’ in their growth plans
wealth managers
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EQ Investors recruits Yeoman as BDM
EQ has also promoted Tertius Bonnin to co-portfolio manager of its suite of sustainable funds
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Decarbonisation engagement: How third-party managers are responding
Quilter Cheviot’s Gemma Woodward analyses firms’ net-zero targets – and identifies the priorities for engagement
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Green Dream with ebi’s Griffiths: AI will reshape the investment industry and wider society
Jonathan Griffiths, investment product manager at the DFM, says firms can choose to surf the AI wave or be washed away by it
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FCA releases proposals to expand SDR to wealth managers
The regulator has made adjustments to requirements for portfolio management services following industry feedback