Wealth managers not equipped to deal with rise in high net worth demand for offshore investments, says analytics firm GlobalData.

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The chief executive of wealth manager and investment provider Close Brothers Group, Preben Prebensen, is to step down as CEO after 10 years to pursue new interests.

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Wealth manager Charles Stanley has appointed Louise Fletcher as head of middle office. 

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AFH Financial Group, the wealth manager founded by a Chartered Financial Planner, has acquired Wirral-based Broadleaf Financial Services for a maximum of £3.2 million, subject to performance targets being met during a two year earn out period.

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A new global study on the banking behaviour of people born between 1981 and 1996 has revealed that millennials were snubbing wealth managers in favour of fintech.

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Financial Planner Tilney is in talks with wealth manager Smith & Williamson over a potential merger, it can be revealed.

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London-based financial services firm Octopus Group has agreed a deal to acquire Seccl Technology Limited as it sets out to “disrupt the platform technology market that underpins retail financial services”.

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Wealth manager and Financial Planner Brown Shipley has made two new senior hires.

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A senior Chartered Financial Planner at wealth manager Sanlam has revealed a list of five ways to make the most of retirement savings. 

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