Kingswood
Kingswood secures M&A funds
Wealth manager plans to spend more than £100m on its acquisition strategy
Best Practice | 12 Jun 19
UK wealthy changing advice firms to get more ‘attention’
Clients feel alienated as wealth managers forget how much they value a personalised approach
PEOPLE MOVES: Zurich, Quilter, Money and Pensions Service
Top appointment for the insurer and departure at Quilter’s Financial Adviser School
UK wealth manager makes first foray into US
Deal will give it the ability to ‘scale and cross-sell its services internationally’
DIY vs advice: is self-made investing worth the effort?
Investec remains sceptical as it closes robo-advice business amid financial losses