New Product & Services

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.

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.

Wealth manager Evelyn Partners has revealed further details of its new digital hybrid service designed to help employees take control of their personal finances as part of its digital platform Moneyhealth.

A roundup of the latest funds news impacting the wealth management sector...

M&G Wealth has partnered with Dynamic Planner, a risk-based financial planning provider, to help advice firms ahead of Consumer Duty implementation.

Quilter Cheviot has launched an online training course to help financial advisers navigate the regulatory changes around responsible and sustainable investing.

BNY Mellon’s Pershing X, a technology provider within BNY Mellon’s Pershing, has partnered with Salesforce, PureFacts and Pontera to provide technologies for advisers on its new wealth management platform Wove.

Boutique wealth manager Oberon Investments has received FCA approval for the acquisition of custody and operations services provider Logic Investments for majority stake.

BNY Mellon’s Pershing X, a technology provider within BNY Mellon’s Pershing, has launched Wove, a wealth management platform that integrates the technology tools advisers use into a single, data-driven platform.

SG Kleinwort Hambros has created a dedicated entrepreneurs group served by a team of senior bankers led by Rob Woodthorpe Browne.