Broadridge Financial Solutions is aiming to bring new cloud-based solutions to Broadridge’s clients in the financial services industry.
Middleton Enterprises, a Newcastle-based investment firm, is launching a new fund, building on its successful performance over the last six years.
Finantix, a provider of technology to the wealth management, insurance and banking industries, has made two new senior hires in Asia Pacific and Europe with Michael Gantenbein joining as Account Delivery Director in Singapore and Gareth Williams as Business Development Director in the UK.
GAM Investments has signed a new long term licence agreement with investment management solutions provider SimCorp to consolidate its external front and middle office systems on to one platform.
Deutsche Bank Wealth Management has appointed Boris Kwok as Group Head, North Asia, with a focus on China.
Data from Dr Christian H Kaelin, Chairman of Henley & Partners and the inventor of the passport index concept, reveals that we go into a new decade with Asian countries firmly established at the top of the Henley Passport Index.
Wealth management platform Dolfin’s model portfolio saw strong performance across the board in 2019 with seven out of nine portfolios outperforming their reference indices, notably the USD and EUR Balanced portfolios which achieved a return gross of fees of 15.0 and 13.8 per cent respectively.
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.
Alternative investment company, Whiskey & Wealth Club is targeting a 140 per cent revenue increase to EUR24 million in 2020, with headcount is set to rise by 48 per cent in only its third year of operating.
Quilter Private Client Advisers has acquired national financial advice firm, Prescient, adding more than GBPO800 million of assets under advice (AuA) in the process.