Products & Services

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

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...

In an effort to tackle the high number of empty private jet flights that take off every year, Dutch company Flowings has been launched to offer an alternative to high net worth (HNW) individuals.

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.

A look back at our top stories from the week...

Global digital private equity platform Moonfare has grown its assets under management (AUM) by nearly 50 percent to €2.5 billion in the 12 months ending March 2023.

Blackfinch Asset Management has launched a tailored portfolio service (TPS), aiming to offer more attractive and flexible investment solutions for financial advisers.