Wealth Management
Digital private wealth management platform launches in the UAE
Offering access to thematic and private investments
Tech firms join forces to bolster adviser offering
IFAs ‘need to be available on the channel of the client’s choice to build long-term relationships’
Simply Biz parent group buys stake in advice tech firm
In a bid to help the company ‘develop the future of financial planning CRM’
UAE insurance firm rolls out savings plan
It requires a minimum investment of just $20 per month
Global insurance group acquires Canadian investment firm
To bolster its wealth management offering in the country