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Wealth managers 'significantly' increasing cash and alternatives allocations

News Team, 15/09/2023


Wealth managers, portfolio managers, financial advisers and financial planners said their clients have “significantly increased” their allocations to cash and alternatives in the past two years, according to research from Ortec Finance.

The global study found 75 percent have seen clients increase their allocation into cash in the past two years taking advantage of recent rate rises, with 13 percent witnessing a...


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