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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.

Author: Stopp, Christine
Publisher: FT Business
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 2001
Management, Private banking

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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.

Author: Stopp, Christine
Publisher: FT Business
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 2001
Banking industry, Services

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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.

Author: Stopp, Christine
Publisher: FT Business
Publication Name: Investors Chronicle
Subject: Business
ISSN: 0261-3115
Year: 2001
Portfolio Management, United Kingdom, Retirement planning, Annuities

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Subjects list: Financial services, Investment advisers
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