Wealth Management
Wealth manager ‘dating’ service secures £500k
A UK-based online “dating” service that matches affluent individuals with wealth managers has been granted half a million pounds to help build up its business in Asia.
United Kingdom | 14 Apr 15
Service upgrades could trump lower fees – Brown Shipley
Lower service charges may not necessarily be on the cards, but IFAs must provide value for their percentage, according to the head of Brown Shipley’s Manchester office Jon Sherlock
Investment | 7 Apr 15
The perfect fit- Business Strategies with M&A
Walker Crips’ acquisition of discretionary investment manager Barker Poland proves how a good match provides a fillip for a company’s core proposition.
Use of life assurance products could double
Regulatory change could double the sales of life assurance products among high net worth and ultra-high net worth clients, according to a survey of wealth managers and life assurance professionals.
Investment | 23 Feb 15
Deutsche AWM lists Gulf ETF
Deutsche Asset & Wealth Management, the wealth management arm of Germany’s Deutsche Bank, said it had listed Europe’s first exchange traded fund to cover equities in the Middle East Gulf region, which will include Saudi Arabia.