Tax concerns push high net worth Indians to look offshore
Wealth managers urged to rise to the occasion or lose clients to foreign providers
Wealth Management
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Charles Stanley opens first Northern Ireland office
Firm eyes opportunity in Belfast, as it is ‘one of the UK’s fastest-growing financial services hubs’
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Deutsche Bank WM enters hiring spree as parent slashes jobs
It is hoping to expand globally with 300 additional client-facing employees by 2021
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Private bank snaps up Indian wealth manager
Deal will increase the group’s presence in the country as it looks to tap into its HNW market
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Wealth firm aims to ‘disrupt’ global private banking space
Newly created business eyes $5bn in assets under management by 2022
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Wealth manager bolsters western Australia operation
As Fiducian Group acquires retail financial planning arm of a Tasmania-based business
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Chinese wealth firm expands offering to Canada
It will be able to give financial advice to HNW individuals and family offices in the country
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UK firm plans ‘series of targeted acquisitions’ in IFA sector
First M&A deal is part of strategy to create a regional network of small financial advisory businesses
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UBS agrees Japanese joint venture wealth deal
It will offer products, investment advice and services beyond what both firms alone can provide
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UK wealth manager eyes £2bn AUM
As double acquisition adds around £250m towards its target
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Tech firm to tackle cost of advice
Cost, quality and suitability are all linked
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Scam wealth firm attracts attention of Luxembourg regulator
It is not authorised to provide financial or investment services in or from the country