Wealth Management
Financial planning | 14 Nov 18
Gulf clients are ‘poorly prepared’ for wealth transfer
Report finds only 6% of respondents believe family businesses will make it to the third generation
Julius Baer opens South African advisory office
Move prompted by SA market potential, which Swiss group plans to develop over long term
Financial services duo form new UK wealth manager
The company will provide a range of financial services’ advice on pensions, planning and investments
Singapore digital wealth manager offers services to UAE
This is the firm’s latest expansion after it opened offices in Hong Kong, Indonesia, Malaysia and Thailand
Australian financial group launches adviser hub
The centre is open to all advisers and licensees regardless of whether they have a relationship with the firm