InvestCloud teams up with fintech firm for Latam wealth platform
Solution will help affluent Latin American savers access US investment markets
Wealth Management
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Wealth manager sets up shop in Dubai
It already has offices in Saudi Arabia and Bahrain
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JP Morgan PB partners with financial education platform
To empower female clients across Asia with their individual wealth management journeys
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Banking group to launch wealth arm in Thailand
In a bid to expand its footprint across Asia
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Deutsche Bank creates wealth operation in South Africa
It will offer a range of services including portfolio management and complex structuring
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Asia-based financial group sets up wealth management arm
It serves clients with investible assets over $250,000
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US private equity firm takes majority stake in Titan Wealth
Marking its first platform investment in the UK
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Accountancy group sets up wealth management arm
Company hires former director of an SJP partner firm to run the operation
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Canaccord Genuity handed £700m management buyout bid
Group led by CEO Daniel Daviau offered a 30.7% premium on firm’s share price
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European wealth managers predict tougher suitability regulations
Most feel they will be pressured to pay compensation for failing to understand clients’ risk profiles
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Financial services firm buys Scottish rival
Both companies have wealth management and private client offerings
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Investment firm partners with global tech provider
To give wealth industry more access to private market strategies