Platforms
Platforms struggle to identify ‘orphan’ clients
Only 20% engage with advisers about stranded investors
Standard Life struggling to sell Parmenion
It wants to ‘simplify’ the business and ‘address areas of lower contribution’
Allianz buys $75m stake in Hong Kong fintech firm
As they enter into a partnership to drive technological innovation in wealth management across Asia
James Hay to ‘address’ Nucleus staff concerns over £145m deal
They fear there will be a large number of jobs losses after it completes
Singapore digital wealth firm enters Hong Kong
It has already secured three different licenses from the regulator