Wealth manager partners with AI fintech firm
To build a scalable operating platform
7IM
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PEOPLE MOVES: HSBC, Ocorian, Sesame Bankhall Group
Bank names CEO of its Singapore life arm, as financial services provider makes c-suite change
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Canadian pension fund acquires majority stake in UK wealth manager
Deal is worth around £255m
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Caledonia to kick-start 7IM sale process – reports
Rumoured to have given prospective buyers until the end of July to table offers
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7IM unveils retirement income solution
Pension freedoms ‘introduced a minefield of potential pitfalls’
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Are there enough decumulation products?
As the industry continues to shift from DB schemes to alternative retirement income strategies
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7IM set for £400m sale?
Months after reportedly rebuffing a takeover offer
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7IM boosts retirement planning services with partnership
It wants to create flexibility for financial advisers and their clients
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7IM sells off trust and private client business in Jersey
Company will continue to provide services to its platform customers on the Channel Island
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PEOPLE MOVES: Ignition Advice, Standard Chartered, 7IM
Tech provider bolsters Europe operation, as bank names head of wealth management India
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£300m offer rejected for UK investment manager
Approach was reportedly made in December 2021
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‘Disruption for advisers’: The outlook for platforms in 2022
From M&A to tech integration, investment platform professionals give their views on the year ahead