Chinese firm unveils cash wealth management service
Product was created in partnership with China Asset Management
News
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OpesFidelio rolls out low-fee membership for advisers
It is targeted at those with few clients in the EU or those looking to enter the market
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Swiss Life Group unveils wealth arm
It will offer asset management, financial planning, tax and retirement services
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Rathbones IFA subsidiary to move to restricted advice model
Almost a year after the wealth manager bought the business for £150m
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Brooks Macdonald acquires IFA firm
Deal adds funds under management of £250m
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UK advice group buys research provider for £3m
After purchasing a 21% stake in its parent company
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Mena advisers call for improvements to client risk assessments
As 54% expect industry professionalism to increase dramatically over the next 5 years
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IFA network unveils succession solution for advisers
It will facilitate the sale and purchase of financial advice firms
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US in the news: Mariner Wealth Advisors buys Michigan firm
A round-up of people moves and M&A deals across North America
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Zurich exits Russia market
Months after it axed the letter ‘Z’ in logo to support Ukraine
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Cyprus targets expats with tax changes
Scheme also incentivises Cypriot nationals to repatriate
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UK retirement advice firm gets PE boost
Investment will be used to enhance ESG credentials