Wealth management firm Perspective Financial Group has today revealed the acquisition of Newcastle-based IFA practice, Galloway Whitfield (Life & Pensions) Ltd.

Cyprus based finance professionals are being offered the chance to study for the CISI’s Chartered Wealth Manager qualification.

A wealth management company is celebrating after gaining coveted Chartered Financial Planners status.

St James’s Place boosted adviser numbers, to just 46 short of 4,000, a trading update has revealed.

Wealth manager and Financial Planner Quilter Cheviot has appointed a new head of office at its Liverpool location.

Independent wealth management group KW Wealth has appointed a new group finance director.

Tilney, the wealth manager and Financial Planning group, is to acquire the wealth management business of accountants Moore Stephens LLP.

Financial Planner and investment group Tilney is set to acquire Midlands firm Index Wealth Management.

Fast-growing Octopus has revealed it is developing a new wealth management business as it looks to bring financial advice to more people.

Wealth manager Smith & Williamson has hailed its “solid financial performance” as it boosted profits and maintained funds under management.