News
Singapore asset manager launches robo-adviser app
It offers clients personalised investment portfolios based on risk profile, financial goals and horizon
Credit Suisse faces $300m lawsuit
After rogue wealth manager defrauded clients for nearly a decade
Swiss wealth firm opens advisory office in Italy
Division will be led by a former Credit Suisse private banker
IFA firm slams ‘incorrect’ portfolio switching article
After it was reported the company put customers into pricier poor-performing funds
What skills do family office advisers need?
Newly developed roadmap could help firms recruit