The first quarter of 2015 is well under way and what an exciting start to the year it has been. The Swiss National Bank decided to unpeg the Swiss Franc from the Euro, causing a 20% move in the currency cross and unprecedented volatility. Syriza, an extreme left – anti-austerity political party, had a landslide victory
The recent deal between South African investment manager RECM Holdings and independent advisory business Wells Faber raises several questions – not least the succession challenge facing many independent financial planning businesses. With the average age of South African financial advisors in the late 50s, their need to solve the succession problem is becoming more urgent.
As we move into the second quarter of the year, relative calm and complacency is definitely reflected in global investment markets and the wealth management industry in general. MitonOptimal has made large strides across the Group, over recent years, to further build our expertise and capabilities in multi-asset management and discretionary fund management services for financial
