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ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

Platforms

Companies | 10 Jan 23

Platform rolls out IHT index for advisers

To track liability trends for clients as their wealth increases

Companies | 6 Jan 23

Nucleus buys Sipp provider for £242m

Combined group will have £80bn in assets under administration

Companies | 12 Dec 22

Morningstar unveils research portal for advisers

To help them provide personalised advice to their clients

Companies | 2 Dec 22

JP Morgan PB invests in two Swiss fintech firms

To bolster its digital offering for UHNW clients across Europe, Middle East, Latin America and Asia

Calamatta Cuschieri Investment Services buys financial planning firm

Companies | 28 Nov 22

Maltese investment company unveils multi-asset platform

It will provide European investors access to US stocks and ETFs

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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.