Products
Quilter Cheviot launches tailored discretionary decumulation offering
The minimum investment for the new decumulation offering will be £500,000
Crédit Agricole wealth management arm acquires wealth tech firm
Indosuez Wealth Management has acquired Wealth Dynamix
Parmenion partners with Mabel Insights to roll out portfolio analysis tools for advisers
Parmenion says it can arm advisers with data to better inform their decisions
OneVest platform to add four new languages from early 2026
It currently supports English, French and Spanish and is adding simplified Chinese, Japanese, Arabic and Portuguese
Too many expats still don’t know how platforms can help them
It would be to the advantage of multiple stakeholders to show people that platforms are here to help