Robo and hybrid digital models in insurance and investments
They should offer clients the digital tools and software capabilities to enjoy better engagement levels with their relationship manager.
Wealth and Asset Management
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VP Bank launches private markets platform
Private markets as an asset class have gained greatly in importance in recent years.
Forbes Announces Sixth Annual List Of America’s Top Wealth Advisors
“This year’s top wealth advisors are reshaping the industry and the financial advisor role and despite uncertainty, have risen to the occasion to provide best-in-class service.”
Greensill: Now the former head of risk is speaking
Finverity counts on “the enormous experience” that the new manager brings with him. This in turn does not mince words about Greensill Capital.
Wealth Enhancement Group Welcomes Equity Investment from Onex
New Partnership to Reinforce WEG's Position as Platform of Choice for Successful Independent Wealth Management Businesses
Liontrust renames Dowey fund to reflect innovation conviction
The Global Equity fund will be renamed the Liontrust Global Innovation fund in October.
LGT achieves very strong net asset inflows and substantial business growth
LGT is confident that it will remain on its sustainable growth path in the second half of 2021.
SJP ordered to pay clients’ tax bill after suitability ruling
The Financial Ombudsman Service has told St James’s Place to pay out over advice that led to two clients incurring an avoidable CGT bill on £600,000 of savings.
StrateFi Wealth Management Launches
The advisors reported having served approximately $235 million in advisory, brokerage and retirement plan assets*.
Wechter Feldman Wealth Management To Join Focus Partner Firm GYL Financial Synergies Transaction Will Increase GYL's Scale and Enhance Its East Coast Presence
Once the transaction closes, GYL's institutional and private client services in West Hartford, Westport, and Parsippany will move forward together under one brand name, GYL Financial Synergies.
Bupa Global unveils UHNW private client operation
It ‘bridges a gap in the market for premium health insurance, health management and wellness’
UBS Polishes Offers for Private Bankers with Upfront Cash
UBS has had an established track record for hiring advisors from private banks, nabbing the vast majority of around a dozen large teams that have exited from J.P. Morgan Private Bank over the past year.