Wealth manager appoints new CEO and board member

A Yorkshire-based wealth management firm Leodis Wealth has appointed a new chief executive and promoted a new member to its board of directors.

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Wealth manager acquires Newcastle IFA

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

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CISI launches Chartered qualification in Cyprus

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

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Firm celebrates Chartered Financial Planner status

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

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