The founder of an asset management company, set up in a back bedroom 19 years ago, says its success has gone beyond his wildest dreams after reaching the point of overseeing £385m worth of assets.
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New Masters Degree in wealth management launched
- Wednesday, 30 July 2014
- Articles
A new Masters Degree in wealth management has been launched at Loughborough University's School of Business and Economics.
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More than potential – finance tech firm reports 104% profit rise
- Wednesday, 23 July 2014
- Articles
The True Potential Group has reported a 104% increase in pre-tax profits compared to the first half of 2013.
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New on-platform portfolio management for HNW clients
- Friday, 27 June 2014
- Articles
A new on-platform portfolio management service for high net worth clients has been launched.
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Shake up of senior management at wealth advisory firm
- Friday, 20 June 2014
- Articles
Towry, the wealth adviser, has today announced a shake up in its senior management team following the recent acquisition of Baker Tilly's private client financial advice and investment management business.
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Brewin Dolphin's half year profits rise by 25%
- Wednesday, 28 May 2014
- Articles
Wealth management firm Brewin Dolphin has reported a large rise in its profits as it released its half year results today.
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Financial Planning team to double after wealth management merger
- Tuesday, 27 May 2014
- Articles
Tilney Bestinvest will be the new name for the business formed by the merger of Bestinvest and Deutsche Bank's UK regional wealth management business.
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Brooks Macdonald reports 16% rise in profits
- Wednesday, 12 March 2014
- Articles
Wealth management group Brooks Macdonald has announced a 16% rise in pre-tax profits.
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Ludlow aims to double funds under management to £1bn
- Friday, 07 March 2014
- Articles
Ludlow Wealth Management Group has announced it is aiming to double its funds under management to £1bn within five years.
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255% increase in advisers helps True Potential add £1bn in assets
- Thursday, 30 January 2014
- Articles
A wealth management firm increased its number of financial advisers by 255% last year in a move which helped it add £1bn worth of assets and make a £5.3m profit.
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