A Chartered Financial Planning group has bought a wealth firm specialising in estate planning with 1,500 clients.
A wealth manager has intimated that is closing in on more IFA takeovers.
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.
Wealth management firm WH Ireland has confirmed a Kuwaiti group has taken a significant stake in the business.
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.
Bosses at European Financial Planning have expressed their disappointment over its latest turnover figures.
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.
A Chartered Wealth Manager who says he predicted the financial crash of 2008 the year before it happened has been hired by Brooks Macdonald.
Many wealth managers are failing to communicate with high net worth clients via social media.
An EU referendum opinion poll carried out by a wealth firm found 54 per cent wanted to remain and 46 per cent favoured leaving.
Page 24 of 32