Aveni unveils AI platform for financial advice firms
Solution will look to cut admin time down from hours to minutes
Regions
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Wealth consolidator snaps up Square Mile
Research and consultancy firm will continue to operate under its own brand
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33% rise in pre-tax profit for STM Group
‘New business growth has not been at the speed or levels that I would have wanted or expected’, says CEO
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Dubai wealth market is an ‘exciting place’, says SJP COO
As he admits ‘I don’t think it’s a secret that we did some work in 2015 looking at the UAE as an opportunity’
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Chinese private pension market to hit $550bn by 2030
Following reforms to the market
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Fintech firm partners with AIB Life to launch hybrid advice solution
This is the first phase of the project between the two companies
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IFA banned from providing advice on pension transfers
He has also been forced to pay £106,100
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Quilter Investors cuts fees on funds over £750m
It will apply to all but two of the firm’s UK domiciled strategies
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Should IFA firms change their approach to target female clients?
Women are an ‘underserved and untapped segment’ in the wealth management industry
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Feifa partners with Affinity Private Wealth
Wealth manager wants to provide more sustainable investment solutions
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European wealth manager gets €200m funding for UK expansion
As it bids to become one of the ‘leading players’ in the market
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Which property taxes can clients expect in a move to Europe?
‘Nothing is simple if they choose to keep their old UK main home after moving abroad’