Median household net wealth increased significantly in Great Britain from 2014 to 2016, new figures have revealed.
Read more ...Chartered Financial Planners launch wealth manager
- Thursday, 01 February 2018
- Articles
Chartered Financial Planning firm John Lamb has launched a new wealth management business.
Read more ...Utmost Wealth spreads across Europe with acquisition
- Monday, 18 December 2017
- Articles
The parent company of Utmost Wealth Solutions - Life Company Consolidation Group - is to create a specialist wealth management firm as part of its acquisition of Generali PanEurope (GPE).
Read more ...Brown Shipley recruits Santander wealth MD as CEO
- Wednesday, 01 November 2017
- Articles
Brown Shipley, the wealth planner and investment manager, has hired Alan Mathewson as its new chief executive, subject to regulatory approval. He is due to start his new role by April.
Read more ...Openwork mortgage brokers can retrain as Financial Planners
- Monday, 11 September 2017
- Articles
Openwork, the advisory network with 3,500 advisers, has unveiled a programme which will support firms to ‘upskill’ mortgage advisers to become qualified wealth advisers, offering holistic Financial Planning.
Read more ...EQ Positive Impact Portfolios added to Aviva Platform
- Thursday, 31 August 2017
- Articles
Wealth management and Financial Planning firm EQ Investors has announced that its Positive Impact Portfolios are now available via Aviva’s Platform.
Read more ...Walker Crips snaps up ex-Tilney man as new director
- Monday, 24 July 2017
- Articles
Wealth manager Walker Crips has hired a new investment director who used to work for Financial Planning firm Tilney.
Read more ...Planner protects unborn baby by delaying cancer surgery
- Thursday, 13 July 2017
- Articles
A Certified Financial Planner has spoken of the harrowing experience of having to delay her cancer treatment to protect her unborn child.
Read more ...MetLife chops UK wealth business after 10 years
- Friday, 07 July 2017
- Articles
The US financial giant MetLife is closing its UK wealth management arm to new business and says it will refocus its strategy to “drive the growth” of its Employee Benefits and Individual Protection businesses instead.
Read more ...Standard Life adds international bond to Elevate
- Wednesday, 05 July 2017
- Articles
Standard Life is to add its international bond to the Elevate platform it recently purchased.
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