05/14/2020

UBP launches EM impact fund

The bank also set up an impact advisory board and investment committee to strengthen its impact product range

05/13/2020

Perks acquires Wotherspoon Wealth

Simon Hele, Perks Private Wealth director, said joining forces with a link-minded organisation would ensure the firm was best positioned to lead through the disrupted Australian wealth advisory industry, particularly in the post COVID-19 landscape.

05/13/2020

Hargreaves Lansdown overhauls Wealth 50 list

As Hargreaves Lansdown is the largest do-it-yourself investment platform in the UK with more than 1.1m customers, inclusion on its Wealth 50 list offers asset managers significant distribution potential for their funds.

05/13/2020

Lessons from Wealth Managers in APAC

Looking forward to the “next normal”, a digitally enabled front office experience becomes even more important for clients, employees and firms