Companies
JP Morgan PB invests in two Swiss fintech firms
To bolster its digital offering for UHNW clients across Europe, Middle East, Latin America and Asia
Best Practice | 2 Dec 22
Why I became a financial adviser…
Louise Worrall was in the Royal Navy before joining Worrall Financial Management
PEOPLE MOVES: Wealth Wizards, Janus Henderson, Indosuez WM
Advice tech firm names CEO, as asset manager makes c-suite change
Tavistock offloads research firm bought six months ago
Business sold for £3m – the same price paid for it in May 2022
SJP partner firm makes fifth acquisition
Deal sees assets under management exceed £435m