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Wealth Management

Greek crisis causes surge in investors seeking professional advice

Investment | 30 Jun 15

Greek crisis causes surge in investors seeking professional advice

The number of investors looking for help from wealth management firms has soared as the situation in Greece sparks greater market volatility.

Lloyds expands expat service for non-doms in UK

Products | 24 Jun 15

Lloyds expands expat service for non-doms in UK

Lloyds Bank has announced an expansion of its London Expat Service to tap to the growing number of high net worth individuals moving into the UK.

IDAD aims to grow African business with new hire

Africa | 22 Jun 15

IDAD aims to grow African business with new hire

Investment Design & Distribution (IDAD), the UK-based structured products specialist, said it is looking to grow its business in Africa with the appointment of Graeme McCallion.

Wealth managers in danger of losing the youth

Industry | 19 Jun 15

Wealth managers in danger of losing the youth

High net worth individuals are generally pretty happy with their wealth managers at the moment.

Wealth management organisation to open Hong Kong branch

Asia | 9 Jun 15

Wealth management organisation to open Hong Kong branch

The Hong Kong chapter of the Association of Independent Asset Managers (AIAM) is expected to launch in the coming months, aiming to give independent wealth management firms a unified voice.

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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.