Digital private wealth management platform launches in the UAE
Offering access to thematic and private investments
Wealth Management
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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
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UK wealth manager snaps up Sipp firm
As the company looks to expand its offering
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Hurst Point Group acquires London wealth firm
Deal boosts assets under management to around £5bn
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Schroders wealth management subsidiary sets up operation in Bristol
This follows office openings in Birmingham and Manchester
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UAE digital wealth manager eyes European expansion
It has hired a banking veteran to grow its operation across the continent