Fintech firm strengthens wealth management offering
It hopes acquisition will help the business ‘enhance’ client experience
Regions
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PEOPLE MOVES: Kingswood, AAM Advisory, Rathbones
Top management reshuffle at wealth manager, as Asian advisory firm makes senior promotion
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Mini-bond victim caught in UK regulator data breach
Their personal details were publicly accessible despite not being relevant to the FOI request
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New breeds of acquirer create ‘exciting’ time in IFA market
There were 11 M&A deals worth over £5m in 2019, including four by private equity-backed firms
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LatAm advice market bolstered by distribution partnership
Deal to ‘enhance’ product, service and support offering to advisers and clients in the region
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US in the news: Axa IM poaches from Morgan Stanley WM
A round-up of the latest people moves and M&A deals in North America
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Life and critical illness claims surge in Middle East
With $111m paid out over the last three years, Zurich found
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Sold Quilter life business to become closed book
Current clients will not be affected and have all options still available to them
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How can advisers judge when to use structured products?
Tool offers an ‘independent assessment’ of how they can fit into an existing portfolio
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STM Malta targets Irish expat market
EU retirement benefits scheme product will be available via financial advisers
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Case study: What to do before moving to the Middle East
James and Elanor are lawyers moving to Dubai with their teenage daughter
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DBS bank unveils portfolio tool for advisers in Asia
To help them with performance assessment reports, risk exposure and investment opportunities