Companies
Fintech firm aims to cut back office burden for wealth managers
Newly-unveiled solution will help digitise processes allowing business to focus on client relationships
Swiss wealth firm unveils Thailand joint venture
The newly-created business has hired over 50 relationship managers, investment specialists and support staff
Bermudian bank acquires Channel Islands business
Deal is expected to close during the third quarter of 2019
Sipp market troubles to shake up wealth industry
Mattioli Woods managing director speaks to IA about pensions, M&A, and the future of the industry
UK pension scheme trustees ordered to refund members
Gross mismanagement had resulted in people losing their funds