Newly-merged $1bn expat advice firm on verge of M&A deal
Company plans to list on ‘junior market’ and finalise DIFC application
Asia
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Manulife Hong Kong unveils virtual ’face-to-face’ platform
To sell all individual insurance (except ILAS) digitally
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Generali to pay CHF245m in compensation over M&A deal
Sold Swiss private bank was shut down in Singapore but insurer denies any liability or wrongdoing
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Deutsche Bank to create international private bank
It will have around €250bn in assets under management and a combined revenue of approximately €3bn
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Aviva and Tencent joint venture offers HK$100m free life cover
To Hong Kong permanent residents who are or were in industries hit hardest by the pandemic
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PEOPLE MOVES: Invesco, Lombard International, Brewin Dolphin
Veteran to retire from investment manager, while wealth firm names group COO
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UAE wealth manager unveils international investment account
Firm says it is suitable for expats and clients will not face ‘any exit charges’
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Blacktower expands advisory network to the US
It already is in ‘late stage discussions’ to enter three other markets
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Hong Kong wealth firm launches robo-advisory offering
It will generate portfolio recommendations based on the client’s risk profiles and preferences
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PEOPLE MOVES: Brooks Macdonald, Barclays PB, Jupiter
Investments manager names director, while private bank makes senior hires in Europe
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Private banking trio set up New Zealand wealth manager
Firm said it will adopt a fees-for service approach
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Aussie wealth firm buys financial advice group
Deal will give advisers ‘stability, efficiency gains and growth opportunities’