Product & Service providers

SG Kleinwort Hambros has been successfully advising entrepreneurs for over two hundred years, making its new, dedicated entrepreneurs group a natural evolution of a service the private bank was already offering.

Banking is not a social service. The institutions that provide banking services, mutuals and credit unions aside, exist to make a profit. Even the latter have to cover their costs to remain in business.

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

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.

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

Cardinal Management, a subsidiary of personal injury and clinical negligence specialist and wealth manager Frenkel Topping, has secured a partnership with a new major trauma centre, Alder Hey Children's Hospital, taking the total number of major trauma centres to nine.

Bold Insight, a user experience (UX) and human factors research agency, has introduced its Check UX: Consumer Duty service to assist fintech companies and financial services in meeting the upcoming Consumer Duty rules set by the Financial Conduct Authority (FCA).

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

Dynamic Planner, a risk-based financial planning provider, has added to its range of Consumer Duty support to help advice firms take control of implementation.

Temenos has added new investment advisory features to its digital wealth solution, designed to enable banks and wealth management firms to improve high net worth (HNW) clients' digital experience.