Canaccord Genuity Wealth Management (CGWM) UK has launched a new Financial Planning office in Norwich which will be headed by award-winning Financial Planner Hazel Bowen, the Personal Finance Society’s Chartered Financial Planner of the Year 2023. 

Wealth manager Titan Wealth has acquired investment research and consultancy firm Square Mile for an undisclosed sum, subject to regulatory approval.

Swiss bank and wealth manager UBS has completed its £2.5bn takeover of troubled rival Credit Suisse to create a wealth management giant with approximately £3.8bn of invested assets.

The Financial Conduct Authority has approved the prospectus and shareholder circular of the deal between wealth manager Rathbones and Investec Wealth & Investment, which was first announced in April.