UK wealth firm has ‘significant’ US acquisition pipeline
Which could see assets under management in the States jump to $30bn in three years
Wealth Management
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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’
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Fintech firm eyes ‘fastest growing’ Irish wealth sector
Number of millionaires has jumped 32% since 2013
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Wealth management hiring spree for Japanese investment bank
Dozens of private bankers to join firm in Hong Kong and Singapore offices
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Fidelity plans global ‘expansion’ of digital wealth offering
As it says team of 40 is helping grow the business in several markets across the world
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Robo vs financial advice: Battle of the Canadian wealth market
Questions being raised about whether tech start-ups can dominate in the HNW sector
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Goldman Sachs to create consumer & wealth management arm
As it realigns and renames its four core business segments
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Australian wealth firm sells advice and life arm
For A$2.5m and advisers will be able to keep working for the acquiring company
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Digital partnering is an effective solution not a cop out
‘Firms are struggling against a wave of digitisation in the wealth management arena’
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Is charging initial advice fees bad for the industry?
One firm argues it fuels a culture of ‘complacency and inefficiency’ – but not everyone agrees
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Chinese wealth management service provider acquires Hong Kong firm
‘We will continue to evaluate other business and growth opportunities as they arise’