Products & Services
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News Team on 15/09/2023
Deutsche Bank has launched DB Investment Partners (DBIP), a new investment manager established to give institutional and high net worth clients access to private credit investing.
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News Team on 15/09/2023
A roundup of the latest technology stories...
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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 04/09/2023
Digital wealth manager Moneyfarm has launched Liquidity+, a portfolio of money market funds managed by global asset managers.
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News Team on 01/09/2023
Quilter Cheviot has introduced a new short-term fixed income strategy for use in discretionary portfolios.
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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 16/08/2023
A roundup of the latest news from the funds sector...
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News Team on 09/08/2023
Kore, a RegTech Software-as-a-Service (SaaS) platform, has secured just under £2.4 million in funding from Wealth Club members via the Enterprise Investment Scheme (EIS).
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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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