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Wealth Management

Companies | 5 May 20

Guernsey regulator fines wealth company directors £60,000

Company was promoting and advising clients on structured notes which was outside its licence

Companies | 30 Apr 20

Dozen UK firms in default during March 2020

Lifeboat scheme said clients could be able to get back money they have lost

Companies | 29 Apr 20

UK wealth management app partners with regtech platform

Agreement aims to keep customers’ investments and accounts ‘safe and protected from financial crime’

Family offices in Asia pursue growth despite coronavirus

Asia | 21 Apr 20

Family offices in Asia pursue growth despite coronavirus

As relationship managers are warned about moving firms in the current market environment

Companies | 20 Apr 20

Fund manager unveils free adviser platform

While tech firm waives licence fee to access its digital tools during covid-19

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

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.