Technology
Technology | 18 Feb 15
Technology and the client of the future
In part two of the interview with Annamaria Koerling, head of wealth management at C Hoare & Co, discusses why she expects to continue to see growth in the number of clients coming from the entrepreneurial sector and from outside of the UK.
EM growth set to comfortably exceed DM
Dr Mark Mobius has tipped emerging markets to undergo strong growth in 2015 that will be “comfortably in excess” of that exhibited by developed markets.
ARIA launches combined platform
ARIA Capital Management has launched a multi-jurisdictional wealth management platform for intermediaries.
Technology | 24 Nov 14
One fifth of clients not commercially viable rdr
A significant number of financial advisers in the UK have shed more than 20% of their clients because they are no longer commercially viable in the post RDR world, research by online platform Rplan has revealed.
Moventum acquired by fund provider Atlantic
Moventum, the Luxembourg platform company, has been taken over by independent fund services provider Atlantic Fund Services to enable it to become a “direct fund distributor”.