Wealth Management
Dolfin’s ‘hybrid’ business model eases regulatory struggles
The head of wealth management thinks his firm has solved issues for its relationship managers
Octopus Group to unveil ‘tech-enabled’ wealth manager
It is looking to deliver advice using in-house technology alongside traditional face-to-face advice
Tilney looking to tap into Northern Ireland wealth market
The firm’s move into the region is a testament to ‘the growth of private wealth’ in the country
Citi hires from DBS for India wealth push
The firm is aiming to bolster its Indian wealth management business with a number of appointments
Generali acquires Merrill Lynch Ucits provider
The firm’s banking arm has also agreed to buy 90% of a Swiss wealth manager