Banking group eyes wealth management unit in China
In a bid to sell mutual funds to retail investors
Fintech company unveils ‘game-changing’ financial planning tool
To meet the ‘complex and evolving needs’ of the advice market
Financial services provider buys Guernsey and Swiss trust firm
Deal will expand offering across the Channel Islands and Europe
Pictet ready to shift equity weighting out of neutral
But liquidity conditions indicate contrasting fortunes for the US and China
PE-backed UK advice consolidators doubled in 2021
‘We have seen an unprecedented influx of new private equity capital into the industry’