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Saxo Bank partners with Lufax

Saxo Bank partners with Lufax

Tue, 24/05/2016 - 16:19

Saxo Bank has agreed a new white label partnership with Cina-based internet finance company Lufax. The partnership, expected to launch within the next three months, will see Lufax leverage the trading technology that underpins SaxoTraderGO, providing Lufax's client base with a seamless experience across mobile and desktop platforms, including complete functionality across the trade cycle - from pre-trade, execution and post-trade services for ETFs and cash stocks initially. »

German Wealth Managers will lose market share to robo-advisors over next two years, says Verdict Financial

Tue, 24/05/2016 - 16:18

Over 86 per cent of German wealth managers working with high net worth (HNW) individuals believe that they will lose market share to automated investment services over the next two years, according to financial services research and insight firm Verdict Financial. »

Miton adds to sales team

Tue, 24/05/2016 - 16:17

Miton Group has appointed Chris Hill as regional sales manager for the Midlands. Hill will be responsible for promoting Miton’s product range and will join the Miton sales team on Wednesday 8 June 2016. »

Amundi launches two new Quality and Momentum ETFs

Tue, 24/05/2016 - 10:44

Amundi ETF has launched two new Quality and Momentum risk-factor ETFs on Euronext Paris, completing its mono-factor range on the MSCI Europe index.  »

Lothar Mentel

Tatton Investment Management - Best Boutique Wealth Manager

Tue, 24/05/2016 - 09:57

Tatton Investment Management was founded just three years ago and has raised assets under management to GBP2.75 billion in that time. Founded with support from the Paradigm Group, a compliance support company to individually FCA authorised adviser firms, Tatton is an independent standalone firm that offers platform based investment management services to the IFA community.  »

David Bushe

WHIreland Wealth Management - Best International Clients Team

Tue, 24/05/2016 - 09:49

AIM-listed wealth manager WHIreland went against the tide in 2013 when it launched and based its international presence in the Isle of Man. The wholly owned subsidiary of WHIreland Group plc licensed in 2014, has won `Best International Clients Team' in the 2016 Wealth Adviser Awards. »

Stewart Foster

Third Financial Software - Best Technology Provider - Transaction Processing

Tue, 24/05/2016 - 09:45

Third Financial Software has enjoyed another record year of growth, reports chief executive Stewart Foster, (pictured) and has almost doubled in size. Founded in 2008, Third Financial has gone from simple software to offering a software platform business and is now looking at the direct to consumer market.  »

Ardan International appoints Andy Tinnion as Head of Business Development

Tue, 24/05/2016 - 09:41

Ardan International, the international wealth platform, today announced the appointment of Andy Tinnion as head of business development. »

Simon Rogerson

Octopus Investments - Best Investment Product Provider

Tue, 24/05/2016 - 09:40

Fund management pedigree lies behind the foundation in 2000 of Octopus Investments, with a little dash of a product famously designed to do what it says on the tin. »

Wealth Advisory Group and Sound Wealth Financial Group merge

Tue, 24/05/2016 - 09:40

Wealth Advisory Group, a Manhattan-based Financial Services firm, and Sound Wealth Financial Group, a Long Island-based Financial Services firm, have completed their merger.  »

UBS Global Asset Management
Fri, 06/05/2016 - 14:19
RFA (Richard Fleischman & Associates)
Tue, 05/04/2016 - 14:25
Mon, 29/02/2016 - 15:20
Wed, 08/06/2016   - London
Mon, 13/06/2016   - London
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