The part Santander-owned organistion has overtaken UBS with €147bn in assets.
Composer platform allows customers to “mix and match” their savings.
Wealth manager says there is demand for a direct service from orphan clients.
Wealth manager set to be valued at £100m, Money Marketing understands.
For UK advisers wanting sustainable, long-term business success, the time is right to review and adapt working models to embrace a mix of automated services alongside the personal approach.
My device has learnt my habits, likes and dislikes and, if I stop to think about it, runs a lot of my life.
A Government-operated hub for those wishing to act against advice would hugely beneficial for the industry.
A number of innovators have shown what is possible but they will not be the last to build vertically integrated solutions.
UK advisers are right to expect more of software suppliers and platforms.
It is a common misconception that wealthy clients do not use technology
- pause slideshow
Intelliflo appears to have cracked the issue of how to deliver digital relationships that complement traditional services.
With just over a year to go until the transition, it is worth taking stock of the rules around taxation
Makeover consultancy Jigsaw Tree aims to get jaded advice firms running at optimum performance
The next phase of Barclays’ evolution will see it building its own platform technology with FNZ