Wealth management firm Crossbridge Capital is to target Singapore’s “underserved” US expatriate market with the launch of the country’s first digital advisory platform for accredited investors, with at least $2m (£1.5m, €1.8m) in net personal assets.
Australia-headquartered platform technology firm Praemium is to buy UK Sipp provider Wensley Mackay as part of its international plans to tap into the opportunities created by the UK’s radical pension freedom reforms.
Fund management group Liontrust has made six of its global fund (GF) range available on European open architecture mutual fund platform, Allfunds Bank.
Aegon has added a range of portfolios from discretionary fund management (DFM) firm PortfolioMetrix to its platform following demand from advisers.
Lombard Odier Investment Management is making 17 of its mutual funds available through the Novia Financial and Novia Global platforms.
A strong UK performance, innovative products, and staying ahead of the technology curve all combined to give Praemium “a really good year”, chief executive Michael Ohanessian told International Adviser in an exclusive interview.
Investment platform AJ Bell has launched a new managed portfolio service (MPS) with an annual management charge of 0.25% + VAT.
Novia Global, the online wealth management service, has added multi-currency exchange traded funds in sterling, US dollar and euro to its platform.
The visibility of data to which platforms have access is going to become increasingly valuable says Barry Neilson, business development director at Nucleus.
The ongoing technological revolution has levelled the financial services playing field globally, argues Jaco van Tonder, head of advisory services at Investec Asset Management - and with that levelling comes both risk and opportunity.
Kepler Partners has raised $81m for its Kepler Liquid Strategies Ucits platform, giving investors access to its first fund managed by the Roger Ibbotson-led Zebra Capital Management.
Schroders has launched the Schroder GAIA Indus PacifiChoice long/short equity fund in partnership with Indus Capital Partners, with the aim of delivering high risk adjusted returns while preserving capital during difficult market periods.
The Bank of England (BoE) is to work in partnership with fintech firms to harness innovations for central banking, offering companies the opportunity to demonstrate their solutions for real issues facing policymakers.
Santander, one of Britain's largest retail banks, has launched a direct-to-consumer platform for new and existing clients in the UK as part of a wider move to expand its face-to-face advice service.
One service international financial planner firm Guardian Wealth Management (GWM) offers via its iGuard wealth management solution is Praemium, an Australian discretionary platform that supports more than 700 corporate firms managing and administering over 300,000 investor accounts and £40bn of assets.
Scrutiny by financial advisers of outsourced discretionary funds managers needs to improve, according to UK-based wrap platform provider Nucleus.
Fund research and ratings group RSMR has launched a platform to host its suite of seven risk-aligned Rfolios, with further passive and socially responsible investing-focused (SRI) model portfolios being considered.
Discretionary fund management (DFM) firm PortfolioMetrix has partnered with the Alliance Trust Savings (ATS) platform, providing advisers access to a range of PortfolioMetrix portfolios.
Axa has agreed to sell its wrap platform business to Standard Life and has confirmed it is in talks to dispose of its remaining UK life and savings assets.
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