7IM
Investment | 23 Jul 24
7IM unveils platform upgrades, including advice fees on regular platform contributions
Other additions include portfolio drift reports for advisers who use DFM model portfolios on 7IM’s platform
Wealth manager partners with AI fintech firm
To build a scalable operating platform
PEOPLE MOVES: HSBC, Ocorian, Sesame Bankhall Group
Bank names CEO of its Singapore life arm, as financial services provider makes c-suite change
Canadian pension fund acquires majority stake in UK wealth manager
Deal is worth around £255m
Caledonia to kick-start 7IM sale process – reports
Rumoured to have given prospective buyers until the end of July to table offers