Digital financial advice service, OpenMoney, has partnered with free online pension planning tool GUIIDE to help people make choices over their finances in retirement.
A former Lisbon based financial adviser, Jose Supico, observed that continental European financial advice lacked independence and basically came down to a sales transaction with a bank.
Frenkel Topping, a specialist independent financial advisor and asset manager focused on asset protection for vulnerable clients, has established a 50:50 joint between its discretionary fund manager (DFM) Ascensia Investment Management (Asencia) and Truly Independent, a firm of independent financial advisers.
Kestra Private Wealth Services, a registered investment advisor subsidiary of Kestra Financial, has added OWL Private Wealth Advisors, a full-service wealth management practice located in Bloomfield Hills, Michigan.
additiv, a SaaS provider for credit and wealth management, has teamed up with QCENTRIS, an IT services firm focused on implementation of digital transformation projects, as it seeks to expand its presence in key countries in Middle East and North Africa.
UBS Wealth Management USA has launched an entirely redesigned UBS Financial Services iPhone app (”the app”) in close collaboration with UBS clients and financial advisors.
Heartwood Investment Management, the asset management arm of Handelsbanken UK is no live on SimCorp Coric’s enhanced platform.
State Street Corporation and iCapital Network have launched a partnership designed to offer private market funds, such as private equity, private credit, real estate and infrastructure to high net worth investors.
Artur Baluszynski (pictured), Henderson Rowe’s Head of Research, has identified five major trends poised to change the private client investment management industry in 2020 and beyond.
Wedmont Private Capital has launched a tech-enabled alternative to the traditional model of private wealth management.