Jersey wealth manager buys trust company
In a bid to ‘increase market share’ and ‘diversify’ its geographical reach
Wealth Management
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Wealth tech firm unveils investment performance reporting tool
It will allow advisers and managers to switch between time and money weighted reports
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Wealth manager to pay nothing as class action lawsuit ends
Proceeding ‘was conducted in a surprising manner’ and ‘resulted in an unexpected outcome’
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Covid-19 and the opportunity for digital transformation
Investment in technology has become ‘vital’ in the bid for firms to survive
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Australian wealth managers merge
It will help bolster investment and financial planning operations
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US private equity firm buys 55% stake in Aussie wealth company
‘Further investment over the coming years’ will bolster its retirement planning offering
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Wealth manager opens Hong Kong office
It has hired the former Singapore CEO of a securities firm to run the operation
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Wealth managers in Asia reveal post-coronavirus opportunities
Investing in healthcare, utilities and ‘consumer staples’ among the top tips
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Guernsey regulator fines wealth company directors £60,000
Company was promoting and advising clients on structured notes which was outside its licence
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Dozen UK firms in default during March 2020
Lifeboat scheme said clients could be able to get back money they have lost
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UK wealth management app partners with regtech platform
Agreement aims to keep customers’ investments and accounts ‘safe and protected from financial crime’
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Family offices in Asia pursue growth despite coronavirus
As relationship managers are warned about moving firms in the current market environment