The rise of wealth management
Article Abstract:
In the last 18 months, the wealth management sector has expanded to cover a much wider group of investors, including the rich, the 'mass affluent' and higher net worth individuals. The growth in the sector is being driven partly by new technology.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 2001
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Covering all the bases
Article Abstract:
Wealth management covers a wide variety of service, from inexpensive execution-only brokers to full advice services. Many investors have built up money in Isas and Peps, and may need advice on a balanced strategy.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 2001
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Avoiding the annuity trap
Article Abstract:
Investors can use a number of strategies to tackle the problem of low interest rates which affects their annuities. Income drawdown plans and other strategies available in the UK are assessed.
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 2001
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