Industry
Guardian unveils auto-plan tool
Guardian Wealth Management (GWM) has launched an automated financial planner.
DeVere expands fintech offering with investment app
Clients will be able to buy structured notes, ETFs and mutual funds via an execution-only investment app launched by deVere Group on Wednesday.
Non-dom specialist targets int’l growth at LGT Vestra
Wealth manager LGT Vestra has hired Valentina Tacchino from Kleinwort Benson for a new role building and leading an international clients team.
Globaleye exits Qatar
International financial advisory firm Globaleye has ceased operations in Qatar due to the “ongoing geo-political situation”, the company has told clients.
Progeny acquires complex client advice specialist
Wealth manager and legal adviser Progeny Group has acquired Chestergate Financial Planning.