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Walker Crips bolsters wealth management arm

Thursday, 24 December 2020
Articles
Dominic Martin of Walker Crips

Wealth manager Walker Crips has made three appointments to drive the growth of its wealth division including a Chartered Financial Planner.

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Jargon scares off more than half of investors

Monday, 07 December 2020
Articles
Many are put off investing due to jargon

 

Industry jargon deters nearly 55% of people from investing, according to a new survey.

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Brown Shipley focuses on entrepreneurs with new hire

Thursday, 19 November 2020
Articles
Gordon Scott

Wealth manager Brown Shipley has appointed former Julius Baer executive Gordon Scott as head of strategic partnerships and entrepreneurs network.

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Raymond James exec to chair CISI Wealth Forum

Friday, 09 October 2020
Articles
Hamish Warnock

Raymond James senior relationship manager Hamish Warnock ACSI has been selected as the new chair of the CISI Wealth Management Forum committee.

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