St James’s Place to launch mobile app
Wealth industry ‘has perhaps not been at the leading front edge of tech’
Industry
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Financial services giant opens wealth office in Israel
It has hired a former UBS executive to run the operation
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PEOPLE MOVES: IQ-EQ, Stashaway, Weatherbys PB
Financial services group hires head of Caribbean; while digital wealth firm names general manager for Mena
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US in the news: Brainvest WM names global CEO
A round-up of people moves and M&A deals across North America
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Global pension provider expands UK footprint with acquisition
Combined group will have total AuM of over £4bn
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DIY Wills fuel rise in inheritance disputes
Preparing for death ‘might seem pessimistic’ but it can help families cope ’emotionally, practically and financially’
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PEOPLE MOVES: Sandringham FP, Novia Financial, Pershing
CEO to leave advice firm, as platform hires chief technology officer
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Aussie investment firm sold to rival group for A$2.5bn
They will merge to create a ‘global leader in multi-boutique asset management’
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Just 6% of pension transfers not flagged as scams
With overseas investments continuing to be the most common warning
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Investment platform raises over £4m to fund international expansion
As it seeks to ‘help more budding investors’ save for the future
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Allianz eyes asset management joint venture in China
It has reportedly held discussion with several banks in the country
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Sky-high inflation risks British Steel victims being short changed
‘Based on the current methodology, the higher the rate of gilt yields then the lower the redress will be’