Companies

Fintech developer InvestCloud and investment platform 55ip have entered a partnership to integrate 55ip’s technology into the InvestCloud financial supermarket – a software tool for the wealth management industry.

Standard Chartered has appointed Peter Tung as regional head of private banking for greater China and North Asia.

The former London chief executive of UBP - Brett Lankester – is now settled in his new role as a senior partner at private equity specialist Hanover Investors.

The Financial Conduct Authority (FCA) has taken action to protect the public from online fraud.

Financial services recruitment agency Fram Search has appointed James Fleming as an industry adviser.

Pre-tax profits have increased by 45.5 percent at wealth manager Mattioli Woods.

Rothschild & Co has appointed Guillermo Moreno Fontaneda as a senior client adviser for its wealth management business in Spain

Having posted a 45 percent increase in pre-tax profits today (07/02/2023), Mattioli Woods is “cautiously optimistic”.

Swiss private bank Pictet’s managing partner Bertrand Demole is leaving the firm at the end of June.

The number of M&A deals targeting UK financial advisers and wealth managers has risen 11 percent from 398 to a record high of 440 in the past year, data from international law firm Mayer Brown showed.