Wealth managers not equipped to deal with rise in high net worth demand for offshore investments, says analytics firm GlobalData.
Read more ...HNW offshore investment demand outstrips supply - survey
- Thursday, 26 September 2019
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Close Bros CEO to step down after 10 years
- Tuesday, 24 September 2019
- Articles

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.
Read more ...Charles Stanley makes new senior hire
- Monday, 23 September 2019
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Wealth manager Charles Stanley has appointed Louise Fletcher as head of middle office.
Read more ...AFH buys Northern IFA firm for £3.2m to extend footprint
- Wednesday, 18 September 2019
- Articles

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.
Read more ...Millennials snub wealth managers in favour of fintech - study
- Thursday, 12 September 2019
- Articles

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.
Read more ...Tilney confirms merger talks with Smith & Williamson
- Monday, 19 August 2019
- Articles

Financial Planner Tilney is in talks with wealth manager Smith & Williamson over a potential merger, it can be revealed.
Read more ...Octopus acquires fintech start-up Seccl in £10m deal
- Thursday, 15 August 2019
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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”.
Read more ...Brown Shipley adds 2 senior investment hires
- Wednesday, 07 August 2019
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Wealth manager and Financial Planner Brown Shipley has made two new senior hires.
Read more ...Chartered Financial Planner's 5 tips for pension savers
- Tuesday, 06 August 2019
- Articles

A senior Chartered Financial Planner at wealth manager Sanlam has revealed a list of five ways to make the most of retirement savings.
Read more ...Financial Planner unveils £1.8m triple acquisition
- Wednesday, 31 July 2019
- Articles

Financial Planning firm Harwood Wealth Management Group has revealed three new acquisitions.
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