MiFID II support tool for wealth managers unveiled

Moneyinfo, a client portal provider for advisers, has launched a new tool for DFMs and wealth managers to help them to meet the MIFID reporting obligations, recently identified by advisers as their biggest headache.

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Clifton AM launches passive-active DFM arm

Wealth manager and Financial Planner Clifton Asset Management has launched Eden Park Investment Management to provide Discretionary Fund Management to advisers.

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Over 260 adviser firms join due diligence hub

DD|hub has revealed more than 260 firms have signed up to it in the first three months of the due diligence service’s existence.

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Sanlam acquires Thesis including its Financial Planning arm

Sanlam UK, part of the international financial services group Sanlam Limited, has announced the acquisition of Thesis Asset Management Limited.

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