A surge in the number of high net worth individuals should stimulate wealth managers to transform their business model, according to the latest white paper from SEI.
Entitled The Transformation of Wealth Management Part 1 - the first of two papers highlighting the improvements needed to the traditional wealth management model - the report asserts that without a change...
Patience must be a watchword
'Misleading, unclear, unfair' promotions
Will extend to wider models
1,414 in 2017/18
UK Multi Cap Income sees success