Industry
Financial planning | 8 May 24
Advanta Solutions acquires City of London advice firm
It marks Advanta’s first acquisition in 2024 and the eighth in total
Middle East | 8 May 24
Julius Baer International creates new senior role for UNHWIs and hires three managers
Stefano Lupi joins from Pictet as head of cross assets markets UK
CEO Sean Kelleher responds to talk over sale of his stake in Mondial Dubai
A change of shareholder ownership is currently at a late stage of completion
Titan Wealth tops £17.4bn in assets with acquisition of Wigmore Associates WM
Titan Wealth has a goal of £50bn in assets under administration in the next three-to-five years
Chase Buchanan WM names Darren Fletcher as new head of global sales
He previously worked at Chase de Vere, independent financial advisers