Tag: Evelyn Partners

According to Ortec Finance, in today's technology-driven and regulatorily mature environment, the re-entry of high street banks into financial advice could prove to be...

NatWest and Evelyn Partners have announced a major transaction that will reshape the domestic private banking and wealth management landscape. The acquisition is designed to...

PIMFA WealthTech, the innovation arm of the Personal Investment Management & Financial Advice Association (PIMFA), has partnered with Morningstar to launch a new AI-focused Tech Sprint, aimed at solving key operational challenges in the wealth management sector.