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ANNOUNCEMENT: Read more financial articles on our partner site, click here to read more.

Financial planning

Europe | 22 Sep 25

Quilter Cheviot names new CEO

Goddard replaces Andy McGlone, who after 31 years at Quilter Cheviot, will depart at the end of the month in order to pursue other opportunities

Acquisition

Companies | 15 Sep 25

MAI Capital Management buys $570m California RIA

The full Summit team will remain in place after the acquisition completes

GFC Planning launches

Financial planning | 15 Sep 25

Former Morgan Stanley adviser launches independent RIA

The firm is headquartered in Woodbury, Minnesota

a transparent glass earth in the forest, 3d rendering

Financial planning | 10 Sep 25

Majority of HNW individuals want their wealth to have a positive impact

88% of HNW individuals said they believe their wealth has a positive effect

Financial planning | 9 Sep 25

DFM Magnus launches trio of multi-asset funds for Wren Sterling clients

The trio of multi-asset funds will complement Magnus’s managed portfolio solutions range

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.