Wealth Management
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
Financial planning group agrees double acquisition
Also, Caledonia Investments to acquire minority share in a multi-family office
Dolfin’s ‘hybrid’ business model eases regulatory struggles
The head of wealth management thinks his firm has solved issues for its relationship managers
Octopus Group to unveil ‘tech-enabled’ wealth manager
It is looking to deliver advice using in-house technology alongside traditional face-to-face advice
Tilney looking to tap into Northern Ireland wealth market
The firm’s move into the region is a testament to ‘the growth of private wealth’ in the country