Should IFA firms change their approach to target female clients?
Women are an ‘underserved and untapped segment’ in the wealth management industry
Investment Management
-
-
Ravenscroft Group sells off UK investment management business
Deal takes acquirer’s AuM to £9.4bn
-
Global investment manager unveils Zurich office
To grow its offering for private wealth clients
-
Monzo to open investments and wealth arm
Challenger bank is actively recruiting for a general manager to head up the business
-
Ex-JP Morgan duo create UK investment manager
It aims to cater to ‘underserved’ clients that ‘have been left wanting by private banks’
-
UK financial planning firm to become independent
Decision is ‘markedly different from the general direction of the industry’
-
Brooks Macdonald agrees strategic tech partnership
In a bid to bolster its offering to intermediaries
-
UK asset manager unveils private client arm
As the company names chief executive
-
UBP granted Chinese licence
Mainland asset management unit of the private bank is expanding its footprint in the country
-
Embark Group rebrands Zurich platform
Following acquisition of the insurer’s retail and investment management business
-
Wealth management hiring spree for Japanese investment bank
Dozens of private bankers to join firm in Hong Kong and Singapore offices
-
UK retail investment start-ups struggle to survive
With attracting clients and assets under management the biggest stumbling blocks