How to be a wealth manager to the stars
Managing the financial affairs of celebrities can be ‘challenging and cumbersome’
Wealth Management
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AI wealthtech to help advisers improve business efficiency
‘Artificial intelligence is the modern-day gold rush of the financial services industry’
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Julius Baer targets tech-savvy Brazilian investors
Via investment in fintech firm offering advice and online automated portfolio management solutions
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Third of female advice clients feel patronised
With heavy use of jargon throwing up even more barriers to women engaging with financial planning
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High net worth individuals flock to Asia, Australia and US
Asian duo India and Sri Lanka made up the top five with an increase of 98% and 96%, respectively
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Wealth managers must ‘evaluate’ offering as clients jump ship
Survey by EY finds 66% of advice customers would have changed provider in six years
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Sanlam UK buys Thesis as M&A spree continues
‘Retention of staff will be critical to its success’
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Fintech firm aims to cut back office burden for wealth managers
Newly-unveiled solution will help digitise processes allowing business to focus on client relationships
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Swiss wealth firm unveils Thailand joint venture
The newly-created business has hired over 50 relationship managers, investment specialists and support staff
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Sipp market troubles to shake up wealth industry
Mattioli Woods managing director speaks to IA about pensions, M&A, and the future of the industry
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Aussie bank’s remediation costs hit A$1bn mark
It hopes to help put things right where it has treated customers poorly
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Is Northern Ireland the next big wealth management hub?
The country’s ‘entrepreneurial spirit’ has created ‘opportunities’ in the marketplace