DBS’ Middle East wealth plans to hit the advice market
The Asian bank is set to expand its wealth management operation in Middle East
Wealth Management
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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
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Gulf clients are ‘poorly prepared’ for wealth transfer
Report finds only 6% of respondents believe family businesses will make it to the third generation
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Julius Baer opens South African advisory office
Move prompted by SA market potential, which Swiss group plans to develop over long term
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Financial services duo form new UK wealth manager
The company will provide a range of financial services’ advice on pensions, planning and investments
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Singapore digital wealth manager offers services to UAE
This is the firm’s latest expansion after it opened offices in Hong Kong, Indonesia, Malaysia and Thailand
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Australian financial group launches adviser hub
The centre is open to all advisers and licensees regardless of whether they have a relationship with the firm
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UK wealth manager extends acquisition spree
A source close to the firm told International Adviser that it expects to make more acquisitions before 2019