The last few years have been particularly challenging for UK advisers and their clients, testing strategies and client relationships like never before. In addition to managing continued uncertainty caused by unprecedented volatility, a number of challenges persist: an active geopolitical landscape, high inflation, and shifts in the global economic regime.
One of the toughest challenges has been navigating the shifting dynamics between stocks and bonds, disrupting the once-reliable 60:40 portfolio strategy.
As a result, the industry has seen an influx of wealth managers, asset manage…