Wealth Management

Companies | 11 Mar 16

Harwood Wealth Group, a UK-based discretionary wealth manager, said on Friday it plans to launch an initial public offering and list on the AIM market of the London Stock Exchange.

Macro Views | 10 Mar 16

Both retail and institutional investors agree that financial professionals are falling short on the related issues of transparency and fees, according to a CFA Institute survey report.

Europe | 8 Mar 16

Tom Olander, a director of Custodian Life, talks clients, technology, growth and the trends that are now shaping the life insurance market.

Life | 3 Mar 16

Lombard International Assurance, a provider of wealth structuring solutions for high net worth clients, has launched a new wealth planning product designed to meet the needs of US taxpayers and prospective US residents currently residing in the UK.

Companies | 3 Mar 16

Wealth management merger and acquisition (M&A) activity reached its highest level since the recovery from the global financial crisis began, according to a report by Scorpio Partnership.