InvestCloud has announced partnerships with asset managers, AssetCo and Westwood Group to innovate the digital distribution of financial products and strategies. Launching in the US initially, the partnership lays the foundation for both AssetCo and Westwood to tap into new markets through the InvestCloud platform’s global reach.
New research conducted by RBC Wealth Management, part of Royal Bank of Canada, shows that inheritance tax (IHT) is the number one immediate concern for high net worth individuals (HNWIs) surveyed in the UK across age groups and gender. IHT is of particular concern for almost half of those aged 66+ (45 per cent), but 72 per cent of all respondents feel they need guidance on taxation and efficient planning.
Micro-investing platform Wombat has appointed Richard Charnock to its board of directors as it gears up for expansion into Europe after surpassing 300,000 users in the UK.
Alex Davies, CEO and Founder of Wealth Club has found the good points in the mini-budget, noting that both the VCT and EIS schemes
Elston Consulting has announced the launch of five inflation-adapted portfolios available for licensing. Celebrating its 10-year anniversary, Elston is also expanding the business with the
Royal Bank of Canada has announced that it has completed the acquisition of Brewin Dolphin Holdings PLC. Brewin Dolphin will now operate as ‘RBC