UK financial planning firm makes seventh acquisition of 2020
Deal adds around 1,500 clients into the group
Wealth Management
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RBC Wealth Management bolsters alternative investment offering
As it partners with US-headquartered fintech firm
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UBS sells Austria wealth operation to private bank
Deal will add around €4bn in assets under management
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Citi opens wealth management hub in Singapore
It wants to hire over 330 relationship managers by 2025
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Ex-JP Morgan PB executives launch wealth platform
It will provide advisory, discretionary, alternatives and ESG investment solutions
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Schroders Personal Wealth to cut roles in business restructure
Workforce reduction is ‘next phase of journey’ as it gains operational independence from Lloyds
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Banking group exits Hong Kong
This includes its asset and wealth management businesses
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South African wealth firm unveils advisory partnership division
It will help independent advice companies grow their revenue and assets under management
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Hong Kong bank unveils wealth management offering
Customers with at least HK$8m will be able to access services
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UK and US firms merge to create $24bn global wealth manager
Deal will expand the combined company’s geographic footprint across Europe and the States
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UK mortgage and protection firm unveils wealth arm
Company is looking to recruit advisers before end of 2020
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Bank of East Asia expands wealth management offering
It is now targeting Hong Kong investors with HK$5m