London-based independent wealth manager Plurimi Wealth has appointed a new deputy chief executive.
Read more ...Financial Planning income boost for Walker Crips
- Wednesday, 01 August 2018
- Articles
Income from Financial Planning, wealth management and pensions saw an increase at Walker Crips according to its latest set of figures for the year ended 31 March.
Read more ...9 'mega trends' of the future to shape investment growth
- Tuesday, 31 July 2018
- Articles
RBC Wealth Management has identified nine ‘mega trends’ of the future to shape investment growth.
Read more ...New membership programme for Financial Planners and advisers
- Friday, 27 July 2018
- Articles
The Enterprise Investment Scheme Association has launched a new free membership programme especially for Financial Planners and regulated advisers.
Read more ...Financial Planning helps wealth manager break income record
- Wednesday, 25 July 2018
- Articles
Wealth management firm Brewin Dolphin boosted funds to £42.3bn and income rose by record levels in the third quarter of the year.
Read more ...IFA firm completes rebrand and seeks acquisitions
- Thursday, 05 July 2018
- Articles
KW Wealth has hailed the completion of its rebrand process from European Wealth.
Read more ...Financial Planner doubles profits and boosts business by 62%
- Wednesday, 04 July 2018
- Articles
Financial Planning and wealth management firm Tilney doubled profits and boosted business according to its results for the year ended 31 December 2017.
Read more ...Financial Planner backs equal opportunities charity
- Tuesday, 03 July 2018
- Articles
A Financial Planning firm based in Leeds has revealed its charity of the year as the local Leeds Community Foundation.
Read more ...Financial Planning firm boosts profits by 39%
- Tuesday, 03 July 2018
- Articles
Financial Planner and wealth management firm Harwood increased profits by 39%, interim results for the six months ended 30 April 2018 have revealed.
Read more ...Wealth managers ‘taking advantage’ of client trust
- Wednesday, 27 June 2018
- Articles
Half of all investors are in the dark about the fees charged by their wealth managers, leading to an accusation that firms are abusing the trust of investors.
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