Companies

Richard Romer-Lee

Companies | 26 Feb 24

Square Mile’s Romer-Lee named Titan AM co-CEO

Regulator approved Titan’s acquisition of Square Mile on Friday

Financial Report. Reviewing investment portfolio. Adjusting portfolios from raising interest rates from the federal government or FED. Inflation, stock markets, funds, cryptocurrencies. Investors check their investment assets.

Companies | 22 Feb 24

Wealth Club launches managed portfolio service

Managed by head of research, Jonathan Moyes

Heather Hopkins, Nextwealth

Companies | 21 Feb 24

Five ‘significant shifts’ in financial advice to expect by 2028

Nextwealth has published a report titled Future of Financial Advice

Mark Preskett

Companies | 20 Feb 24

Morningstar: Opportunities are increasing despite uncertain conditions

Plenty of opportunities for eagle-eyed investors to uncover, writes Mark Preskett

Hands opens door to a conference room.

Companies | 20 Feb 24

LGT Wealth Management to open new offices

The firm also makes hires as part of new Manchester office