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Wealth firms flourish despite uncertainty

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This week sees the publication of our annual Wealth Adviser Awards for 2019. This is the seventh year of the awards and if you look back at the first outing for the event, you see that many of the concerns in the wealth management industry remain much the same. Read the awards’ special report to find out how firms are flourishing in difficult times.

One of the coping mechanisms for wealth firms has been in adopting ever more agile technological support. We talk to JHC which has signed up a digital partnership with Jarvis Investment Management, enabling that firm to offer superior services to boutique wealth managers.

Finally, we have new data on Impact, SRI and ESG investing – always a hot topic for investors these days. Impactvesting’s latest report reveals USD26 billion of net inflows into the sector worldwide during the first quarter of 2019.

Read this week’s Wealth Adviser Newsletter here.

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Beverly Chandler
Managing Editor, Wealth Adviser

 

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