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

Intelliflo

Asia | 22 Jun 21

PEOPLE MOVES: HSBC, Candriam, Intelliflo

Private bank names Emea head of Asia coverage, while asset manager hires head of UK distribution

Companies | 1 Mar 21

Advice tech provider merges 5 firms to create global platform

It will work with 30,000 financial advisers around the world

Asia | 9 Feb 21

Aussie network partners with Intelliflo

Deal ‘marks the beginning of a new era of advice tech’ for the country

Companies | 4 Nov 20

Advice firms warned over their lack of digital offering

Intelliflo CEO says majority of clients will switch advisers if tech isn’t up to scratch

Asia | 9 Oct 20

PEOPLE MOVES: ASI, Cazenove Capital, Intelliflo

Investment firm names global head, while Schroders wealth management subsidiary bolsters UK presence

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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.