Fintech firm strengthens wealth management offering
It hopes acquisition will help the business ‘enhance’ client experience
Wealth Management
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What does the future hold for dormant wealth assets?
HM Treasury consults on expanding scheme that puts forgotten money to better use
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US wealth management group acquires Australian firm
Deal will expand the business’ international presence
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UK financial brokerage firm launches wealth management arm
Business is an ‘integral step in the growth and evolution of the group’
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Kleinwort Hambros sale pulled
After reports Societe Generale was unable to find a buyer
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Australia’s NAB to shed wealth arm
But timeline remains uncertain
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UK insurance group launches financial planning arm
It has hired two from Tilney and the former owner of an advice firm to set up the operation
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St James’s Place overhauls pay and perks
In a bid to encourage the ‘right behaviours’ from advisers
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UBS investigated in Italy over €6m fraud
It acted as an intermediary for a Milan-based wealth firm that conned 117 clients
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UK wealth firm has ‘significant’ US acquisition pipeline
Which could see assets under management in the States jump to $30bn in three years
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LatAm investment bank opens wealth arm in Portugal
It will offer services to clients across Europe
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Stability of advice firm consolidators called into question
Some players just want ‘to rip businesses apart’ and ‘grab their books’