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Adviser

Data Analysis working with robot ai intelligence technology in Business Analytics and Planning Workflow Management System to make report with KPI connected to database. Corporate strategy for finance.

Investment | 27 Jun 24

Marlborough makes ‘substantial’ investment in Clever Adviser Technology

Marlborough takes ‘significant’ minority stake in Clever, which is a pioneer in the creation of quantitative analysis-driven fund selection and asset allocation services for financial planners in the UK.


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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.