Technology
11 May 2023

UK Wealth Firm Adopts SEI's Platform

Oakglen will be the first UK client to use SWP’s Client Acquisition Services. ...

Technology
11 May 2023

Nedgroup Launches Multi-Boutique Platform

Despite the constraints of strict regulations, the firm believes that the time is right for...

M and A
10 May 2023

Deals Of The Day: The Latest In Wealth Management M&A – Succession Wealth

The latest M&A deals in wealth and asset management. ...

Surveys
10 May 2023

Emerging Managers Plan To Invest In Headcount, FinTech In 2023 – Survey

US-based alternative investments fintech Dynamo Software has just released the results of a new...

Compliance
10 May 2023

A Never-Ending Tension: Privacy Vs Beneficial Ownership Disclosure

The frontier between privacy and transparency is always shifting, sometimes because of modern...