Wealth Management
Financial planning firm makes first venture into Northern Ireland
This is the company’s seventh acquisition since its formation in 2015
Investment duo to create Jersey private wealth business
They will also provide investment advice in the Channel Island
Legacy planning still an issue for middle-aged Americans
Survey finds nine in 10 Americans said they are open to discussing end-of-life preferences
SJP to build Irish DFM service, deVere CEO buys UAE adviser
SJP’s purchase aimed at expanding Rowan Dartington, while deVere owner builds UAE presence
Financial planner makes first acquisition of 2019
The deal will see the UK firm bring on board 400 clients and £200m in funds under management