Octopus Group to unveil ‘tech-enabled’ wealth manager
It is looking to deliver advice using in-house technology alongside traditional face-to-face advice
Wealth Management
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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
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DBS’ Middle East wealth plans to hit the advice market
The Asian bank is set to expand its wealth management operation in Middle East
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Irish wealth firm launches portfolio monitoring tool
The solution analyses client portfolios to assess positions, asset allocations and risk profiles
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Nutmeg changes tack and jumps on ESG bandwagon
Robo-adviser previously stated it didn’t offer ethical portfolios as there was ‘no set definition’
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SJP joins forces with expat support firm in Singapore
The wealth manager will provide advice to Expatland Global Network clients in the Lion City
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Regulation sparked Deutsche Bank’s UK financial planning plans
The firm is ‘committed to building a model advice-led wealth management business in the UK’
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Stonehage Fleming partners with US wealth firm
Both will be able to expand their client offerings and geographical capabilities