Wealth manager appoints new CEO and board member
- Monday, 04 February 2019
- Articles
A Yorkshire-based wealth management firm Leodis Wealth has appointed a new chief executive and promoted a new member to its board of directors.
Read more...Wealth manager acquires Newcastle IFA
- Monday, 28 January 2019
- Articles
Wealth management firm Perspective Financial Group has today revealed the acquisition of Newcastle-based IFA practice, Galloway Whitfield (Life & Pensions) Ltd.
Read more...CISI launches Chartered qualification in Cyprus
- Friday, 25 January 2019
- Articles
Cyprus based finance professionals are being offered the chance to study for the CISI’s Chartered Wealth Manager qualification.
Read more...Firm celebrates Chartered Financial Planner status
- Friday, 25 January 2019
- Articles
A wealth management company is celebrating after gaining coveted Chartered Financial Planners status.
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