Companies
Global wealth firm opens Dubai office
In a bid to serve HNW clients with cross-border financial planning needs
IFA group makes third acquisition of 2022
Deal adds £250m in AuM and strengthens presence in Warwickshire
Best Practice | 5 Oct 22
Merrill WM unveils adviser-client matchmaking tool
A third of affluent Americans currently do not have a financial planner
How will Spain wealth tax impact HNW clients?
It is expected to collect around €1.5bn across 2023 and 2024
Advice firm eyes UK expansion after FCA extends licence
Company is now looking to get direct authorisation in Malta