IFAs circle acquisition-hungry wealth manager
The UK firm is targeting funds under management of £10bn
Wealth Management
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Citi rolls out wealth management hub in Abu Dhabi
Financial advisers could have to work harder to compete for business
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Corporate adviser rolls out wealth management arm
A former director at Brewin Dolphin will head the division and be responsible for its development
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Under a third of UK wealth managers say clients fear cybercrime
However ‘threat of breaches is increasingly being discussed at a board level’ at wealth firms
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Financial planning group agrees double acquisition
Also, Caledonia Investments to acquire minority share in a multi-family office
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Dolfin’s ‘hybrid’ business model eases regulatory struggles
The head of wealth management thinks his firm has solved issues for its relationship managers
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Octopus Group to unveil ‘tech-enabled’ wealth manager
It is looking to deliver advice using in-house technology alongside traditional face-to-face advice
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Tilney looking to tap into Northern Ireland wealth market
The firm’s move into the region is a testament to ‘the growth of private wealth’ in the country
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Citi hires from DBS for India wealth push
The firm is aiming to bolster its Indian wealth management business with a number of appointments
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Generali acquires Merrill Lynch Ucits provider
The firm’s banking arm has also agreed to buy 90% of a Swiss wealth manager
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AFH makes its largest acquisition for £10m
Advice firm says there is money in the bank to buy more advice businesses
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Wealth managers falling short of Asian HNW expectations
High net worth investors want less complex fee structures and more personal connection