NRI Adviser
Polar Capital hires industry veteran Morgan Lee for US expansion plans
He was most recently vice president and regional director for Dimensional Fund Advisors
Financial planning | 17 Apr 24
Dubai-headquartered Hoxton makes two UK adviser acquisitions
Hoxton FM already has a presence in London, Sydney, Texas, Dubai and Larnaca
US venture capital investors’ funded Triton Liquid selects ADGM as global HQ
Founded by MIT and Princeton alumni, Triton Liquid’s methodology combines fundamental VC principles with deep proprietary data analysis
International strategic review is ‘progressing’ says Brooks Macdonald in Q3 update
Total funds under management grew by 2.0% to £17.9bn in the three months ended 31 March
Swedish wealth manager Söderberg & Partners takes stake in four financial adviser firms
Söderberg & Partners has now made investments into a total of 11 UK advice firms