The future of wealth management is bionic
Wealth managers have long seen robo-advice and human expertise as distinct alternatives, but firms can offer the two in tandem – and they must if they are to avoid being left behind
Wealth Management
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Bank of Singapore targets Europe’s wealthy
London and Luxembourg key hubs for serving high and ultra-high net worths
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Oman-based firm rolls out wealth management operation
The offering is part of the firm’s growth strategy to service high net worth customers
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India’s state bank pushing into wealth management
It wants to open 55 centres across the country by 2020
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Wealth manager bolsters pension offering with acquisition
The £4m deal is an ‘important step’ for the firm which wants to continue expanding in the sector
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What does it take to break into the US advice market?
International Adviser spoke to an advice firm, wealth manager and consultant to try and figure it out
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Financial adviser finalises London acquisition
It’s the first acquisition in three years for the Leeds-based firm
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Saunderson House parent sold to private equity firm
Deal follows aborted 2018 sale that saw £3m offered to advisers to encourage them to stay
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Acquisition sparks rebranding for wealth manager
Advice services will continue to be offered out of its Yorkshire office
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Wealth manager to open up real estate investing
The alternative investment strategy tends to be only available to institutional investors
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Security concerns and over-digitalisation risk alienating investors
High net worths underwhelmed by wealth management apps
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Australian bank halts wealth management demerger
Update follows CBA’s commitment to prioritise recommendations from the Royal Commission