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Wealth Management

CFA Institute opens first UAE office

Companies | 16 Jan 19

Citi rolls out wealth management hub in Abu Dhabi

Financial advisers could have to work harder to compete for business

Companies | 15 Jan 19

Corporate adviser rolls out wealth management arm

A former director at Brewin Dolphin will head the division and be responsible for its development

M&G not liable after son steals from account

Industry | 10 Jan 19

Under a third of UK wealth managers say clients fear cybercrime

However ‘threat of breaches is increasingly being discussed at a board level’ at wealth firms

IFA Newell Palmer clocks up third acquisition in four months

Companies | 24 Dec 18

Financial planning group agrees double acquisition

Also, Caledonia Investments to acquire minority share in a multi-family office

Fintech

Asia | 21 Dec 18

Dolfin’s ‘hybrid’ business model eases regulatory struggles

The head of wealth management thinks his firm has solved issues for its relationship managers

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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. Site managed by Furness Media