Wealth managers and advisers have benefited recently from more favourable economic conditions and a subsequent boost in investor confidence. The challenge will be in sustaining the positive growth rate this has facilitated and preparing for the dips that history has shown us are inevitable.
This report has been commissioned by Equiniti to ascertain the sentiment of wealth managers across the industry with respect to the challenges and opportunities they currently face at a micro and macro level. It also captures investor feedback and carries articles from two significant industry bodies.