Tiedemann Advisors, a US investment and wealth adviser for ultra-high-net-worth families, trusts, foundations and endowments, is teaming up with fintech company StoneCastle Cash Management (StoneCastle) to ffer a new cash solution that helps fully integrate impact into client portfolios.
The Transparency Taskforce, which seeks a fair deal for consumers of financial services, held a symposium in London on Thursday 16 January – to examine fairness, transparency and pricing in the financial planning sector.
A new survey from Intertrust reveals that Wealthy Middle Eastern families are adopting an increasingly global mindset, and that this is having a profound impact on their wealth structuring strategies with greater adoption of sophisticated structures such as Family Offices and special purpose vehicles.
Old Mutual Wealth, Quilter’s adviser platform, has added a voluntary ‘scheme pays’ feature to its personal pension, the Collective Retirement Account (CRA), allowing customers to settle annual allowance tax charges for any pension scheme.
Kathleen Fisher is to retire as Head of Wealth and Investment Strategies at Bernstein Private Wealth Management (Bernstein), effective 27 March, 2020, with her responsibilities transferring to Aaron Bates, Senior Managing Director; Alex Chaloff, Head of Alternative Asset Strategies; and Beata Kirr, Head of Core Asset Strategies.
YieldStreet, a digital wealth management platform, has formed a strategic partnership with Citi to access investment opportunities across private credit markets, including Real Estate, Aviation, Shipping, Telecommunications, as well as other structured credit products.
Somerset Capital Management is to assume responsibility for wealth management group St James's Place's Global Emerging Markets fund, with effect from 17 February 2020.
Round, a digital investment consultant providing non-accredited investors with easy access to institutional fund managers, launched an investment platform for individuals seeking to build long-term wealth.
Standard Life has been working with a number of discretionary managers to pioneer a new technology on its Wrap platform. “We are creating a partnership and connectivity between financial advisers and wealth managers, says Jenny Davidson (pictured), head of platform investment proposition, Standard Life.
Investment platform Praemium has introduced paperless applications and digital acceptance on its integrated Managed Accounts platform.