Companies
Woodbrook to make UAE and Latin America acquisitions
International financial adviser Woodbrook Group is in the process of making at least two more acquisitions this year – including entries into the UAE and South America.
Best Practice | 27 Jun 18
Wealth managers ‘taking advantage’ of clients’ trust
Half of UK investors don’t know what they are being charged by their wealth manager, according to UK discretionary manager Netwealth.
Dimensional in aggressive Asia fund push
US-based Dimensional Fund Advisors is awaiting regulatory approval from the Monetary Authority of Singapore (MAS) for nine funds to be sold in the Lion City, according to records from the regulator.
CBA’s wealth management spin-off surprises market
The Commonwealth Bank of Australia (CBA) is to de-merge its wealth management and mortgage businesses and undertake a review of its general insurance business, with a view to potentially selling it.
Quilter IPO takes off
Quilter employees were among the main beneficiaries when the insurer floated on the London and Johannesburg stock exchanges on Monday following its demerger from Old Mutual.