Wealth Management

US marketplace evolution: The new horizon for international wealth managers

Companies | 20 Nov 23

US marketplace evolution: The new horizon for international wealth managers

As cross-border wealth management looks to be a standout area for expansion and innovation

Wealth management sector paid out £3.8m in FCA fines this year

Companies | 16 Nov 23

Wealth management sector paid out £3.8m in FCA fines this year

An FOI request by Oxford Risk has revealed

Cooperation partnership, work together for success, team collaboration, agreement or negotiation, collaborate concept, businessmen handshake on growth arrow joining connection agree to work together.

Industry | 10 Nov 23

Canaccord Genuity to acquire Intelligent Capital

David Bremner becomes head of wealth management – Glasgow

Cooperation partnership, work together for success, team collaboration, agreement or negotiation, collaborate concept, businessmen handshake on growth arrow joining connection agree to work together.

Companies | 3 Nov 23

UK wealth manager makes fifth acquisition with plans to make more

As it aims to reach £3bn in funds under management by April 2033

New wealth management firm launched by ex-RBC senior employees

Companies | 1 Nov 23

New wealth management firm launched by ex-RBC senior employees

Which aims to address the HNW advice gap