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Platforms

UK wealth managers hit a crossroad on path to growth

Platforms | 27 Jul 17

UK wealth managers hit a crossroad on path to growth

If traditional UK wealth managers want to stay alive, they must find their unique selling points, invest in technology and pursue inorganic growth strategies, according to a report from SEI Wealth Platform.

Is the FCA barking up the wrong tree over platforms?

Platforms | 21 Jul 17

Is the FCA barking up the wrong tree over platforms?

The Financial Conduct Authority wants to use the platform review to drive more competition in the asset management sector, but experts are asking whether it is looking in the wrong place.

UK platform inquiry a ‘red herring’ says Novia CEO Vasilieff

Companies | 21 Jul 17

UK platform inquiry a ‘red herring’ says Novia CEO Vasilieff

The Financial Conduct Authority’s (FCA) inquiry into online platforms risks focusing on the wrong issues and could fail to yield a good result for clients, according to industry expert and Novia chief executive Bill Vasilieff.

China’s Lufax launches offshore retail platform in Singapore

Asia | 18 Jul 17

China’s Lufax launches offshore retail platform in Singapore

Lu International, a subsidiary of Shanghai-based wealth manager Lufax Holdings, is launching its first direct-to-consumer online investment platform for Chinese overseas retail clients.

Nucleus slashes platform fee for wealthy clients

Investment | 29 Jun 17

Nucleus slashes platform fee for wealthy clients

Nucleus is set to slash costs for high-value clients on its platform to meet demands for a “more competitive structure” for large portfolios.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.