99% of investment providers are digitalising
Ex-Aviva Investors Lis appointed to board
Worked as executive director
Thematic review showed most funds correctly marketed
EQ Investors, the boutique wealth manager led by Bestinvest founder John Spiers, has launched an investment service for high-net-worth individuals, companies and charities with over £750,000 to invest.
International investment banking group Fairfax I.S. has launched a private client division to offer a discretionary portfolio management service to high net worth families and trusts.
Brewin Dolphin is to open two new offices this summer, bringing the total number of branches operated by the private client investment manager to 40.
Investment managers are increasingly delivering client reports online, according to research by Rhyme Systems, an asset management services company.