A Chartered Financial Planning group has bought a wealth firm specialising in estate planning with 1,500 clients.
Read more ...Chartered planners acquire 1500 clients via estate planning firm
- Monday, 05 December 2016
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Wealth manager closing in on more IFA takeovers
- Monday, 14 November 2016
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England World Cup winner's charity boosted by CISI members
- Tuesday, 08 November 2016
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A foundation set up by a Rugby World Cup winner and England’s most capped player has been given a major cash injection thanks to a professional body for Financial Planners and wealth managers.
Read more ...Kuwaiti group invests in wealth manager WH Ireland
- Tuesday, 20 September 2016
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Wealth management firm WH Ireland has confirmed a Kuwaiti group has taken a significant stake in the business.
Read more ...Wealth firm seeks to fill advice gap left by banks with 13th office
- Monday, 12 September 2016
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A national wealth manager has opened up its thirteenth branch in the UK in Essex, saying it is filling an advice gap in the area left by the banks.
Read more ...Financial Planning firm 'disappointed' by turnover
- Thursday, 25 August 2016
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Bosses at European Financial Planning have expressed their disappointment over its latest turnover figures.
Read more ...An Olympic sport every day and a 1,000km ride to London for MD
- Wednesday, 10 August 2016
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A wealth firm’s MD has begun a quest to complete one Olympic sport every day for ten days to coincide with the start of the 2016 Games in Rio.
Read more ...New job for Chartered Wealth Manager who forecast 2008 crash
- Thursday, 04 August 2016
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A Chartered Wealth Manager who says he predicted the financial crash of 2008 the year before it happened has been hired by Brooks Macdonald.
Read more ...Wealth managers shun social media to reach HNW clients
- Friday, 29 July 2016
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Many wealth managers are failing to communicate with high net worth clients via social media.
Read more ...Wealth firm's EU poll finds 54% intend to vote to remain
- Wednesday, 22 June 2016
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An EU referendum opinion poll carried out by a wealth firm found 54 per cent wanted to remain and 46 per cent favoured leaving.
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