PEOPLE MOVES: HSBC, Schroders, Sanlam Wealth
Bank names CIO for Europe and Mena, while asset management giant hires chair
Dolfin
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UK brokerage company buys client assets of failed wealth firm
Just two weeks after it went into administration
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UK wealth manager enters administration
After the regulator imposed restrictions on the firm in March 2021
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FCA orders Dolfin to stop carrying out regulated activities
Ongoing concern about how wealth manager operates its Tier 1 investor visa business
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Are institutional solutions the answer for retail clients?
Lack of palatable returns have prompted hungry investors to look elsewhere
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Is AuM the best way for advice firms to segment clients?
Increasing regulatory requirements have made the process seem like a ‘daunting task’
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The democratisation of wealth management
Not the strongest that survives, nor the most intelligent; but the one most adaptable to change
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PEOPLE MOVES: GAM, Columbia Threadneedle, PSIG
Blackrock veteran joins the Swiss asset manager, deputy chair named at pension scams group
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PEOPLE MOVES: Just Group, UBS, Hargreaves Lansdown
Resignations at the top for the UK retirement income business and the Swiss firm
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The future of wealth management is bionic
Wealth managers have long seen robo-advice and human expertise as distinct alternatives, but firms can offer the two in tandem – and they must if they are to avoid being left behind
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UK firm buys wealth arm of Falcon Private Bank
The deal will expand its client base and add about $1bn in client assets
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Dolfin’s ‘hybrid’ business model eases regulatory struggles
The head of wealth management thinks his firm has solved issues for its relationship managers