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.
Charles Stanley says it plans to become the “UK’s leading wealth manager” by 2020 and will launch a separate Financial Planning arm as part of this strategy.
A Bury-based financial advisory firm had made a quartet of appointments – with more on the cards.
Nearly 4 out of 10 wealthy UK investors aged 40 or above would never pay any amount for financial advice, research has indicated.
A former partner at Goldman Sachs and Boris Johnson’s chief economic adviser when he was London Mayor are heading up a new discretionary wealth management service.
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