Should IFA firms change their approach to target female clients?
Women are an ‘underserved and untapped segment’ in the wealth management industry
Wealth Management
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Feifa partners with Affinity Private Wealth
Wealth manager wants to provide more sustainable investment solutions
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Evelyn Partners adds ninth advice firm to succession programme
Deal bolsters the wealth manager’s footprint in Scotland
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14% of Singaporeans and Hongkongers believe they are too wealthy
As only 41% were happy with their level of wealth
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Digital private wealth management platform launches in the UAE
Offering access to thematic and private investments
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Tech firms join forces to bolster adviser offering
IFAs ‘need to be available on the channel of the client’s choice to build long-term relationships’
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Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’
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UAE insurance firm rolls out savings plan
It requires a minimum investment of just $20 per month
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Global insurance group acquires Canadian investment firm
To bolster its wealth management offering in the country
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Hong Kong launches family office network
Initiative will bring together lawyers, trust companies, accountants, private banks and more
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HSBC to exit wealth market in New Zealand
Following the agreed sale of its Canadian operation
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Real estate platform buys European digital wealth manager
Acquisition expands the firm’s product range and services