New Product & Services
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News Team on 14/09/2023
Saltus has launched a new business unit that will partner with financial planning businesses to maximise their value, whether that is driving performance and growth or considering options for selling.
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News Team on 12/09/2023
PIMFA WealthTech has collaborated with Morningstar to challenge fintechs to develop solutions to help wealth managers navigate the new Consumer Duty regulation.
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News Team on 25/08/2023
Farro Ventures, Singapore-based family office Farro Capital's parent company, has launched a new ultra-high net worth (UHNW) migratory practice, Farro & Co.
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News Team on 27/07/2023
Wealth management consultancy firm Liqueo has adopted Evelyn Partners’ Moneyhealth as its employee financial wellbeing service.
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News Team on 26/07/2023
St James’s Place (SJP) has changed the manager line up on two of its funds alongside other changes designed to move the range towards a more global, multi-manager approach.
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News Team on 20/07/2023
Luxury department store Harrods has launched its first private members’ club, The Residence, set to open in Shanghai at the end of the year.
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News Team on 19/07/2023
A roundup of the latest news from the funds sector...
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News Team on 14/07/2023
Wrise Group, a wealth management enterprise, is launching two new businesses.
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News Team on 04/07/2023
HSBC has launched its global private banking business in India to serve high net worth (HNW) and ultra-high net worth (UHNW) professionals, entrepreneurs and their families.
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News Team on 30/06/2023
Charles Stanley's investment platform - Charles Stanley Direct - has launched OneStep Financial Coaching, a new service designed to boost customers’ confidence in managing their finances by connecting them with financial professionals over the phone.
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