Platforms
How platforms can keep ahead of technology
The never-ending cycle of technological advancement means platform tech risks becoming quickly outdated, but Jersey-headquartered Inn8 has adopted a modular approach that it says is less disruptive.
Praemium secures regulatory approval to launch UAE funds
Australian investment platform Praemium has launched five investment funds in the UAE, as it prepares to set up shop in the Dubai International Finance Centre (DIFC).
What advisers should look for in a platform
The rapid development of the offshore platform space means that advisers can sometimes be spoiled for choice. But what should they be looking for?
Clients nearing retirement should ‘avoid insurance bonds’
People who are within five years of taking a pension should not be investing via non-income producing assets such as insurance bonds and wrappers or structured notes, according to OpesFidelio’s Chris Lean.
Advisory firm targets affluent Singaporeans with expansion
Crossbridge Capital has unveiled what it describes as a “significant expansion” of its digital wealth and management offerings for affluent investors in Singapore.