Wealth Management
Sanlam UK buys Thesis as M&A spree continues
‘Retention of staff will be critical to its success’
Fintech firm aims to cut back office burden for wealth managers
Newly-unveiled solution will help digitise processes allowing business to focus on client relationships
Swiss wealth firm unveils Thailand joint venture
The newly-created business has hired over 50 relationship managers, investment specialists and support staff
Sipp market troubles to shake up wealth industry
Mattioli Woods managing director speaks to IA about pensions, M&A, and the future of the industry
Aussie bank’s remediation costs hit A$1bn mark
It hopes to help put things right where it has treated customers poorly