UK financial advice firm enters administration
A year after it adopted the CII and PFS Pension Transfer Gold Status
Wealth Management
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Dutch wealth manager buys local private bank
Which holds €1.9bn in client assets
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Chinese wealth firm agrees deal with Thai bank
Platform will help address a gap in the advice market in Thailand
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Wealth manager launches apprenticeship scheme
In a bid to help more people ‘access a career in the financial services industry’
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NatWest to bring all wealth divisions under one umbrella
Coutts CEO to lead services for affluent, high- and ultra-high net worth clients
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Wealth firm unveils app in Hong Kong
Customers can subscribe to funds at a minimum of HK$1
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Bank of Singapore expands Middle East footprint
It has had a presence in the region since 1996
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Hong Kong and Singapore investors turn backs on robo-advisers
Over 90% said that receiving face-to-face financial advice is ‘important’ to them
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UK wealth manager makes first M&A deal
Company eyes more acquisitions as well as forming a ‘mini network’
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HSBC eyes large-scale wealth management recruitment spree
Despite the bank looking to ‘accelerate’ its plans to cut 35,000 jobs globally
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Canadian wealth firm enters China’s private funds market
Montreal-headquartered company already directly holds a 13.9% stake in China Asset Management
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Global data provider buys advice tech firm
To meet the evolving way of how clients communicate with advisers