Tilney Bestinvest teams up with Saga 15/01/2015 Saga plc, a provider of services to the UK’s over 50s market, and Tilney Bestinvest are to launch a new joint venture (JV). The business will be branded ‘Saga Investment Services powered by Tilney Bestinvest’ and will be operational in the second half of 2015.
Lighthouse signs robo-adviser deal 12/01/2015 Advice provider Lighthouse Group has signed a deal with online financial advice company Money on Toast to provide individual savings account and general investment account planning advice via an online process.
Walker Crips to open Truro office following Charles Stanley hires 05/01/2015 Following the news this morning (see thewealthnet 5/01/15) that Walker Crips has hired a series of investment managers from Charles Stanley, the integrated investment and wealth management group will be opening its new office in Truro, Cornwall, at the end of February.
Foreign private bank in unusual foray into China 17/12/2014 Bordier & Cie has partnered with Credit China Holdings, a leading internet financing service provider in China, in what the two call “a strategic collaboration” to provide high net worth clients with personal financial services through internet platforms.