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Dynamic Planner

Companies | 14 Dec 22

Hybrid advice revolution shows no sign of stopping

Just 23% of firms have returned to a majority face-to-face model

Africa | 15 Nov 22

PEOPLE MOVES: Scottish Widows, Schroders, Invesco

Insurer names CEO, as asset manager makes c-suite changes in Apac

Companies | 14 Jul 22

Dynamic Planner eyes UK and Europe expansion with PE investment

Funding will ‘take the business to the next level’

Companies | 29 Jun 22

PE firm eyes majority stake in Dynamic Planner

Deal is reportedly valued at £27m

Companies | 22 Mar 22

Dynamic Planner eyes Europe expansion

As it hires ex-managing director of Avaloq to lead the company’s growth across the region

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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.