Irish wealth firm launches portfolio monitoring tool

Companies | 21 Nov 18

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

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

Asia | 20 Nov 18

The wealth manager will provide advice to Expatland Global Network clients in the Lion City

Companies | 16 Nov 18

The firm is ‘committed to building a model advice-led wealth management business in the UK’

Africa | 15 Nov 18

Both will be able to expand their client offerings and geographical capabilities

Wealth Management