Wealth manager Brewin Dolphin has announced it has begun testing a "needs-based" wealth planning and investment advice service, called WealthPilot, to engage a wider market segment with simpler needs.
The company, which has been looking at ways to innovate during "continued evolution of financial regulation and government policy", said the standalone operation will offer lower cost investment solutions,...
Focus on digital disruption
Taking responsible investing more seriously
Median gender pay gap remains flat at 29%
Deadline for applications: 22 February
Industry Voice: Today Lyxor ETF interviews Lorenzo Bini Smaghi, Societe Generale Chairman and formerly "Italy's man at the ECB".