Abu Dhabi based wealth manager introduces ‘Funds as a Service’ offering
To meet the needs of the Gulf’s growing community of family offices
Author: Alina Khan
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91% of advisers concerned about losing assets in Great Wealth Transfer
With over half saying they would expect to retain services for a minority of clients’ dependents
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Beyond the Data: Real stories of diversity and inclusion
In this debut episode Alina Khan welcomes Marianne Oliver, operations director at InvestEngine
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MGIM’s Andrew Hardy: Why portfolio diversification is the only free lunch
Risks of recession are becoming ‘elevated’, according to the head of investment management
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Söderberg & Partners launches adviser platform to UK market
Which will be powered by Seccl and additional providers
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UK wealth manager makes fifth acquisition with plans to make more
As it aims to reach £3bn in funds under management by April 2033
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Evelyn Partners boosts professional services arm with latest deal
Acquired firm has expertise in advising private equity executives on tax affairs
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FCA bans adviser in regard to DB pensions transfers
He had advised 422 customers, 183 were BSPS members
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Fairstone expands UK presence with latest deals
Adding five additional offices to its roster
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Moneyweb partners with asset manager on bespoke MPS
That will power a range of discretionary portfolios
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New wealth management firm launched by ex-RBC senior employees
Which aims to address the HNW advice gap
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UK wealth manager makes eighth acquisition
Adding £95m in assets under management