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.


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.


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.


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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