News
Financial advisers add at least 5.7%pa in value for Australians
Russell Investments looked at benefit of an adviser’s guidance on asset allocation, behavioural coaching and tax planning
Middle East | news 3 Sep 24
GSB hires Joseph Jawad from Schroders for private team in Dubai
He was a client relationship director based in Switzerland serving wealthy families across the GCC
Foster Denovo acquires £200m AUM Scottish advice firm Rosemount AM
Rosemount AM manages over £200m in assets for 571 households throughout Scotland
Lights, camera, action investment!
If the historical relationship holds, 2025 should see the North American box office comfortably exceed $10bn on an ongoing basis
Two thirds of wealth managers see 20% plus client growth over next three years
Independent research company PureProfile interviewed 100 wealth managers, financial advisers located in UK, Canada, Italy, Netherlands, Germany , Switzerland