Barclays Finds Trust Is Key for Successful Wealth Transfer in Middle Eastern HNW Families
Research by @BarclaysLDN Finds Trust Is Key for Successful #Wealth Transfer in Middle Eastern HNW Families /...
Tag : wealth management
Barclays Partners With Scalable Capital on New Plan and Invest Service
by Gina Clarke
A new #planandinvest service from @Barclays is launching with the help of @ScalableCapital...
The Coming Age of Innovation in Wealth Management
by Mark Walker
The Wealth Management Sector has lagged other financial sectors in terms of innovation. That is about to change. The last two decades have brought mind-boggling...
£67,625 is the Amount UK People Would Need to Invest Before Seeking Financial Advice
by Mark Walker
New research from Nucoro, the Fintech company providing bespoke white-labelled technology, focused on delivering wealth management solutions to third parties, reveals that on average people...
Private Markets are on the Rise Among Wealth Managers
by Mark Walker
The conversation on private markets is changing among Wealth Managers, according to a recent report by Delio. Private markets are going mainstream, as Wealth Managers...
UK Retail Investors Switch Wealth Managers due to Poor Digital Experience
by Mark Walker
One in five retail investors (21%) claim to have stopped using a wealth management service because its digital offering was too weak. The new research...
Rosecut Launches Offering to Manage Wealth of Under-Serviced £3.2 Trillion ‘Middle Market’
by Mark Walker
Rosecut, the wealth management platform powered by artificial intelligence, has launched to meet the needs of affluent ‘middle-market’ investors abandoned by traditional wealth managers and...
TFT Guide to WealthTech
By Shubham Bapna (Contributing Reporter, UK) Wealthtech has always been the star runner in Fintech category after payments and lending. But the trends are now...
Dolfin Appoints Nick McCall as Head of Wealth Management
Dolfin, the independent and agile wealth management platform, announced today the appointment of Nick McCall as Head of Wealth Management. Denis Nagy, CEO of Dolfin...
The Future Of Wealth Management
We sat down with Ian Ewart, previous Head of Products, Services & Marketing at Coutts, to discuss his current view of the wealth management industry and...