14% of Singaporeans and Hongkongers believe they are too wealthy
As only 41% were happy with their level of wealth
Wealth Management
-
-
Digital private wealth management platform launches in the UAE
Offering access to thematic and private investments
-
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’
-
Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’
-
UAE insurance firm rolls out savings plan
It requires a minimum investment of just $20 per month
-
Global insurance group acquires Canadian investment firm
To bolster its wealth management offering in the country
-
Hong Kong launches family office network
Initiative will bring together lawyers, trust companies, accountants, private banks and more
-
HSBC to exit wealth market in New Zealand
Following the agreed sale of its Canadian operation
-
Real estate platform buys European digital wealth manager
Acquisition expands the firm’s product range and services
-
UK wealth manager snaps up Sipp firm
As the company looks to expand its offering
-
Hurst Point Group acquires London wealth firm
Deal boosts assets under management to around £5bn
-
Schroders wealth management subsidiary sets up operation in Bristol
This follows office openings in Birmingham and Manchester