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Wealth Management

IFA Newell Palmer clocks up third acquisition in four months

Companies | 3 Dec 18

AFH makes its largest acquisition for £10m

Advice firm says there is money in the bank to buy more advice businesses

Asia | 29 Nov 18

Wealth managers falling short of Asian HNW expectations

High net worth investors want less complex fee structures and more personal connection

Companies | 28 Nov 18

DBS’ Middle East wealth plans to hit the advice market

The Asian bank is set to expand its wealth management operation in Middle East

Fintech

Companies | 21 Nov 18

Irish wealth firm launches portfolio monitoring tool

The solution analyses client portfolios to assess positions, asset allocations and risk profiles

Nutmeg changes tack and jumps on ESG bandwagon

Investment | 20 Nov 18

Nutmeg changes tack and jumps on ESG bandwagon

Robo-adviser previously stated it didn’t offer ethical portfolios as there was ‘no set definition’

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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.