Understanding the new world of financial planning
Learn about the different roles that will be required to meet these changes
Wealth Management
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Investment manager creates financial advice arm
The firm’s CEO hopes the operation ‘will make up 50% of the group’s business in three years’
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Asian advisers need to move on from product selling, says SEI
Service differentiation is key in Asia ahead of firm’s move into region with BMO
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Financial planning firm makes first venture into Northern Ireland
This is the company’s seventh acquisition since its formation in 2015
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Investment duo to create Jersey private wealth business
They will also provide investment advice in the Channel Island
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Legacy planning still an issue for middle-aged Americans
Survey finds nine in 10 Americans said they are open to discussing end-of-life preferences
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SJP to build Irish DFM service, deVere CEO buys UAE adviser
SJP’s purchase aimed at expanding Rowan Dartington, while deVere owner builds UAE presence
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Financial planner makes first acquisition of 2019
The deal will see the UK firm bring on board 400 clients and £200m in funds under management
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Mirabaud sets sights on Latin America
Elsewhere, LGT opens Thai office and Swiss asset manager to break into Italian retail sector
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Wealth manager not stopping after 33rd acquisition
While another UK firm has joined the M&A market after receiving funding from SME Capital
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Chinese bank’s wealth arm gets green light
The country’s regulator said wealth operations help ‘meet diverse financial needs’
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UK firm buys wealth arm of Falcon Private Bank
The deal will expand its client base and add about $1bn in client assets